Business Details
31 Years
experience
Your Trusted Partner for Conservative Financial Planning
Since 1995, Juniper Wealth Management has been dedicated to providing conservative, client-centric financial advisory services. Our approach emphasizes transparency, clarity, and long-term stability, ensuring clients achieve financial confidence through personalized retirement planning, tax strategies, and wealth management. With decades of combined experience, our team of certified professionals adheres to the highest fiduciary standards, prioritizing clients' interests above all else.We specialize in addressing complex financial challenges, including income planning, investment management, and legacy preservation, while maintaining a commitment to ethical practices and continuous client education. Our 6-step process ensures tailored solutions that adapt to evolving life circumstances, solidifying our reputation as trusted advisors in the financial planning industry.
Services
Retirement Planning
Tax Optimization
Investment Management
Estate Planning
Long-Term Care Strategies
Social Security Analysis
Legacy Preservation
Risk Management
Wealth Transfer
Financial Clarity Consultation
Details
- Year established: 1995
Highlights and features
- We offer a 6-step fiduciary-driven process tailored to individual financial goals.
- Our team includes CFPs, CPAs, and tax experts with decades of combined experience.
- We specialize in conservative strategies that prioritize wealth preservation and tax efficiency.
- Our holistic approach integrates retirement, tax, healthcare, and legacy planning seamlessly.
- We provide ongoing monitoring and adjustments to adapt to changing financial landscapes.
Services
Retirement Planning
Our retirement planning service creates comprehensive, conservative strategies to ensure financial stability during retirement. We analyze income sources, tax implications, healthcare needs, and legacy goals to build adaptable plans. Clients benefit from our fiduciary expertise and 6-step process that prioritizes long-term security over market volatility.
Tax Optimization
Tax optimization focuses on minimizing lifetime tax burdens through strategic retirement account management and coordinated financial planning. Our CPAs and tax experts design solutions that integrate with investment, estate, and income strategies. This service ensures clients retain more of their wealth across changing tax landscapes.
Investment Management
Investment management services emphasize conservative portfolio construction aligned with individual risk tolerance and retirement timelines. We combine fiduciary oversight with continuous monitoring to adapt to market changes. Clients receive tailored solutions that balance growth potential with capital preservation.
Estate Planning
Estate planning ensures seamless wealth transfer through customized strategies that address tax efficiency and asset protection. Our team coordinates with legal experts to create comprehensive plans covering wills, trusts, and inheritance goals. This service safeguards clients' legacies while minimizing administrative complexities for beneficiaries.
Long-Term Care Strategies
Long-term care strategies protect retirement savings from unexpected healthcare costs through proactive planning. We integrate insurance solutions and financial frameworks that address potential care expenses. This service ensures clients maintain financial stability while securing necessary medical coverage during retirement.
People
Jeff Juniper
Founder and Managing Partner
Jeff Juniper founded Juniper Wealth Management in 1995, bringing over 25 years of experience in conservative financial planning. He specializes in helping business owners and executives create stable retirement strategies through a fiduciary-driven approach.
DJ O'Brien
Financial Advisor
DJ O'Brien offers eight years of financial services expertise, specializing in retirement planning and tax-efficient strategies. He holds a Series 65 license and Arizona Life and Health Insurance License, focusing on personalized client education and long-term financial security.
Alexandra Van Leer
Marketing Director
Alexandra Van Leer leads marketing initiatives with 18 years of luxury hospitality experience. She focuses on client experience enhancement and strategic brand development, ensuring Juniper Wealth Management's services are communicated clearly and effectively to target audiences.
Eve Ponce
Executive Assistant
Eve Ponce brings financial acumen from her tenure at Nationwide, specializing in client relations and operational support. Her meticulous organizational skills ensure seamless service delivery, maintaining Juniper Wealth Management's high standards for client interactions.
Kayla Reszka
Operations Manager
Kayla Reszka manages operations with expertise in project coordination and client service optimization. Her background in event management and marketing ensures efficient delivery of Juniper Wealth Management's financial planning services while maintaining a client-focused approach.
Questions
What services does Juniper Wealth Management Management offer?
We specialize in retirement planning, tax optimization, investment management, estate planning, and legacy preservation, tailored to individual client needs.
What makes Juniper Wealth Management Management different from other advisors?
Our conservative, fiduciary-driven approach and 6-step process ensure personalized, adaptable solutions focused on long-term financial stability.
Do you work with clients outside Arizona and Florida?
Yes, we offer virtual client relationships for professionals and business owners nationwide.
How do you handle tax planning for retirees?
We integrate tax-efficient strategies into retirement plans, focusing on minimizing lifetime tax burdens through customized investment and withdrawal tactics.
What is your investment philosophy?
We prioritize wealth preservation through conservative, risk-managed portfolios that align with clients' retirement timelines and financial goals.
Can you help with Social Security optimization?
Yes, we analyze Social Security claiming strategies to maximize benefits while coordinating with overall retirement income plans.
