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.