Business Details
31 Years
experience
Your Trusted Partner for Conservative Financial Planning Solutions
Juniper Wealth Management has been dedicated to helping business owners, professionals, and families navigate financial challenges since 1995. Our approach centers on conservative financial strategies that prioritize clarity, stability, and long-term security. We specialize in crafting comprehensive retirement plans that address income, investment, tax, healthcare, long-term care, and legacy planningthe six pillars that form the foundation of a resilient retirement strategy. Our founder, Jeff Juniper, brings decades of experience and a client-first philosophy, emphasizing that true financial confidence begins with understanding each client's unique goals and circumstances.By integrating personalized guidance with proven methodologies, we empower clients to protect and grow their wealth while adapting to evolving financial landscapes. Our team combines technical expertise with a commitment to transparency, ensuring clients are equipped to make informed decisions aligned with their values and aspirations. Through continuous education, proactive planning, and partnerships with seasoned professionals, we provide tailored solutions that prioritize sustainability and client peace of mind.
Services
Income Planning
Investment Planning
Tax Planning
Long-Term Care
Healthcare Planning
Legacy and Estate Planning
Annuities
Retirement Planning
Financial Consultation
Wealth Preservation
Details
- Year established: 1995
Highlights and features
- 28 years of experience since 1995 guiding clients through retirement planning
- Comprehensive 6-pillar approach covering all aspects of financial security
- Team includes SEC-registered investment advisors and industry-certified professionals
- Tailored tax minimization strategies integrated across all financial plans
- Proactive long-term care planning to protect retirement assets
Services
Income Planning
Our income planning service helps retirees create sustainable, tax-efficient income streams by integrating Social Security, pensions, annuities, and investments. We focus on withdrawal strategies that preserve capital while adapting to changing financial needs. Clients benefit from customized plans that ensure income longevity and flexibility for unexpected expenses.
Investment Planning
We design conservative investment strategies aligned with risk tolerance and retirement timelines. Through asset allocation and downside protection techniques, we help preserve capital while pursuing growth opportunities. Regular portfolio reviews ensure investments remain aligned with evolving financial goals and market conditions, providing clients with long-term stability.
Tax Planning
Our tax planning service minimizes lifetime tax burdens through Roth conversions, withdrawal sequencing, and charitable giving strategies. Working with tax professionals, we integrate tax-efficient solutions into comprehensive financial plans, helping clients retain more of their hard-earned wealth throughout retirement.
Long-Term Care
We provide long-term care planning solutions that protect assets while ensuring access to quality care options. By evaluating insurance coverage and annuity products with care benefits, we help clients prepare for potential healthcare costs without compromising retirement security or family financial stability.
Legacy and Estate Planning
Our legacy planning service ensures assets are distributed according to client wishes while minimizing probate costs and tax liabilities. We collaborate with estate attorneys to create comprehensive plans that protect family wealth, facilitate smooth asset transfers, and preserve clients' financial legacies for future generations.
People
Jeff Juniper
Founder and Managing Partner
With over 28 years of experience since founding Juniper Wealth Management in 1995, Jeff specializes in conservative financial planning for retirees and business owners.
DJ OBrien
Financial Advisor
DJ brings eight years of financial services experience, holding Series 65 and Arizona Life and Health Insurance licenses, with expertise in retirement income strategies.
Alexandra Van Leer
Marketing Director
Alex leads client experience initiatives with 18 years in luxury hospitality, specializing in client relations and strategic business development for financial services.
Eve Ponce
Executive Assistant
Eve provides client support with prior experience at Nationwide Financial, combining organizational expertise with personalized service for client satisfaction.
Kayla Reszka
Operations Manager
Kayla manages operations with a background in project management and marketing, ensuring efficient service delivery and client-focused business processes.
Questions
What financial services does Juniper Wealth Management Management offer?
We provide income planning, investment planning, tax planning, long-term care, healthcare planning, legacy and estate planning, and annuity services.
How does Juniper Wealth Management Management approach retirement planning?
Our 6-pillar approach integrates income, investment, tax, healthcare, long-term care, and legacy planning to create comprehensive, conservative retirement strategies.
Is there a complimentary consultation available?
Yes, we offer a no-obligation complimentary review to discuss your financial goals and develop a personalized plan.
What areas do you serve?
Primarily Scottsdale, Arizona, with clients throughout the state seeking conservative financial guidance.
What credentials does your team hold?
Our team includes SEC-registered investment advisors, certified financial planners, CPAs, and insurance-licensed professionals.
