Juniper Wealth Management
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
5550 Glades Rd Ste 500, Boca Raton, Flor...Phone Number
(949) 497-1199Revenue
<$5 MillionIndustry
About Juniper Wealth Management
Juniper Wealth offers comprehensive retirement planning and wealth management services to clients in Scottsdale, Arizona, focusing on income, investment, tax, legacy, estate, and retirement planning. Their approach includes hosting informational dinner events where clients learn about strategies to preserve wealth, increase income, and reduce tax risks in retirement. Targeting pre-retirees and retirees with a minimum of $500,000 in investable assets, Juniper Wealth emphasizes personalized financial solutions tailored to individual needs. The firm is led by Jeff Juniper, a retirement strategist known for distilling complex financial concepts into accessible insights.Explore more
Juniper Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Juniper Wealth Management
<$5M
11-50
Private
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JJ
Jeffrey JuniperPresident, At Juniper Wealth Management, Llc
Juniper Wealth Management Tech Stack
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Juniper Wealth offers comprehensive retirement planning and wealth management services to clients in Scottsdale, Arizona, focusing on income, investment, tax, legacy, estate, and retirement planning. Their approach includes hosting informational dinner events where clients learn about strategies to preserve wealth, increase income, and reduce tax r... Read More
