At Juniper Wealth Management we want to help you grow and keep more of your hard-earned money. We pride ourselves on taking the time to understand your unique situation and provide sound guidance that can help bring you greater financial clarity and confidence for many years to come.

Wealth, Tax & Estate management does not have to be complicated to achieve the best results. Our process is designed to cut through the clutter and provide you with a clear plan that fits your unique needs. We learn all that there is to know about your current financial situation and work with you to help identify your future goals. We’ll factor in your lifestyle, time horizon, and risk tolerance, then provide you with a comprehensive financial plan that is designed to help mitigate your exposure to risk, strategically minimize your tax liability, and provide you with a lifetime income plan you can depend on. Through education, we will help you better understand the big picture and have confidence in your unique custom plan.

Whether you are a Business Owner, Physician, Executive, Professional, pre-retiree or retiree, Juniper Wealth Management is here to help you:

  • Build your investments
  • Maximize your investment opportunities
  • Create strategies to help you better manage your finances
  • Minimize your lifetime tax burden
  • Maximize your Social Security benefits
  • Choose the appropriate insurance for your situation
  • Prepare for unforeseen long-term care needs
  • Offer customized solutions and programs

Jeff and his Team honor and abides by the fiduciary standard by putting your interests above all else. The Team at Juniper Wealth Management of Qualified RIA’s, IAR’s CFP’s, CPA’s, CFA, Tax, Estate, Business & Asset Protection Attorneys will help you create a Proactive & Holistic Plan .

After helping hundreds of business owners, executives and families plan for their futures, we identified the most common concerns impacting the desired outcome. Our process is designed to strategically address these issues with individualized planning based on each client’s unique goals. We explain every detail of your plan and put it in writing so you’ll always know exactly how your retirement plan works. This was the inspiration behind The Juniper Wealth Management Financial Confidence Through Financial Clarity philosophy. We believe the stress and concerns many business owners, executives and families have about their ability to retain what they have worked so hard to achieve are totally avoidable and fixable.

At Juniper Wealth Management we have a Team of Qualified RIA’s, IAR’s CFP’s, CPA’s, CFA’s, Tax, Estate, Business & Asset Protection Attorneys. And at Juniper Wealth Management, we’ll help you get there!


Basics of Retirement InvestingThe Little Red Book of Retirement: The Basics of Retirement Investing.

Our book is a complete overview of retirement planning that digs deeper than your age or how much money you have in your bank account. It answers a variety of important and often overlooked questions. Have you examined health care costs, long-term care or longevity? Do you understand how to make the most of your Social Security benefits? Where should you live when you retire, what purposeful work will you perform, and what will you do besides travel and golf? This book contains “can’t miss” information to help you pursue your goals and plan for the best retirement you can have!