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Originally founded in 2009, Juniper Wealth Advisors is an independent wealth management practice affiliated with the Wells Fargo Advisors Financial Network.  Juniper Wealth Advisors is privileged to serve over 200 clients in 25 states. We work closely with our clients to develop sound strategies for their futures through pure, unbiased investment advice and ongoing, collaborative relationships.

We strive to be a different wealth managment firm.  Our goal is to help our clients build a long term portfolio with a level of potential growth that not only gets them to retirement, but also helps them meet their long term income needs at retirement and beyond.  To help achieve this goal, we work with each client individually to develop an investment plan that is customized to meet that client's particular needs. 

At Juniper Wealth Advisors we advise clients individually and independently.  By acting in our client's best financial interests, their needs and ours truly become one. 
Juniper Wealth Advisors
This information is intended for use only by residents of (AZ, CA, CO, FL, KS, MI, NJ, NY). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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