Investing for the life you want.

Life is full of choices and opportunities. Some are more difficult than others. Some allow you to feel you are living your dreams. They can throw you for unexpected loops. Or they can serve as a welcome change for a new outlook and create lasting impact for your family, your community, and the world. Whatever the situation, we feel having a sound investment plan can help you to respond to these challenges and changes confidently.

Since 2008, Juniper Wealth Advisors has focused on serving individuals and families exclusively. We believe that sound investing and legacy planning starts with addressing the needs of the individual or family unit, and creating a plan that is designed to have an exponentially positive effect for the extended family, the community, and the larger world. We feel the services we offer help make it possible for us to efficiently serve our clients.

Values-Based Investment • Portfolio Management

Estate Planning Strategies • Charitable Giving • Insurance

Tell Us What You Need

What is Socially Responsible Investing?

Now more than ever, the financial industry offers a wealth of options for putting your money to work in ways that seek to align with your personal values.

Juniper Wealth Advisors is passionate about our clients have a long-lasting, meaningful impact on their communities and the world.

Socially Responsible Investing (SRI) – also known as socially responsible, “green,” or
ethical investing – is in an effort that considers both financial return and
social/environmental good investing process to bring about impactful change. This
process includes examining business practices as they relate to environment, social
issues, and corporate governance (ESG), as well as key client interest areas or
concerns.

Socially Responsible Investing (SRI) – also known as socially responsible, “green,” or
ethical investing – is in an effort that considers both financial return and
social/environmental good investing process to bring about impactful change. This
process includes examining business practices as they relate to environment, social
issues, and corporate governance (ESG), as well as key client interest areas or
concerns.

Let's Get Started

For more details on how our team at Juniper Wealth Advisors can help you seek the financial future you envision for yourself, please reach out to us today. We look forward to hearing from you.

Juniper Wealth Advisors

Investment and Insurance Products are:

  • 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

This information is intended for use only by residents of (AZ, CA, CO, FL, KS, MI, NJ, NY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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