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