At Juniper Wealth Advisors, we strive to:

  • Put your interests first.
  • Give you honest and respectful input towards achieving your financial goals.
  • Provide guidance that is unbiased, objective, and transparent.
  • Actively listen and ask important questions for a full understanding of your existing resources, personal values, goals, and tolerance for investment risk.
  • Explain the potential benefits and risks of the strategies we propose.
  • Provide you with communication and portfolio analysis, and meet as needed to review your portfolio to discuss any adjustments. 
  • Bring the insights and experience of our entire team to bear to help you achieve your wealth management goals.
  • Provide you with prompt and exceptional service always.

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

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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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