Our Services and Process

Investment Philosophy/ Process

In today’s ever changing economic environment, trusted advisors who offer value added services are critical to financial success.
  • Envision® Plan – whether your ultimate goal is a comfortable retirement, investing for education, extending your financial legacy, or all of the above, a smart, thorough investment plan is the right place to start
  • Pure, unbiased consulting – placing our client’s investment objectives before everything else
  • Personal Relationship – we work with individuals and families, not “accounts” or numbers
  • Individual solutions  – each client
  • Disciplined, long-term approach
  • Active, passive, alternative - we believe that a blended approach of combining actively managed, passively indexed, and non-traditional investments can help enhance returns, reduce risk, and reduce investment expenses

Independence

As an independent affiliate of the Wells Fargo Advisors Financial Network, Juniper Wealth Advisors places our client’s investment objectives before anything else.

Our goal is to build a relationship with our clients where their well being is held in the highest regard.  Through a wealth of investment options – no load mutual funds, index funds, a full range of traditional and non-traditional asset classes – we create personally tailored solutions for each client.

Are we a fit?

Our clients sought advisors who take a balanced, disciplined approach to wealth management based on long term financial objectives
Our clients appreciate our ability to manage a wealth of different investment vehicles and help keep each in perspective relative to the holistic goal
Our clients value advisors they can trust, who will listen, and advise them based on their interests and long term goals – not ours