Juniper Wealth

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915 Middle River Dr Ste 600
Fort Lauderdale, FL 33304
+1 (954) 815-2961
https://juniperwealthmanagement.com

Juniper Wealth Management, founded by Jeff Juniper in 1995, focuses on providing comprehensive and conservative financial planning for business owners, executives, and families. The firm emphasizes the importance of understanding key areas such as income planning, investment strategies, tax planning, healthcare, long-term care, and legacy planning to help clients achieve their retirement goals with confidence.

With a mission centered on helping clients attain financial clarity and stability, Juniper Wealth Management employs a structured 6-Step Financial Confidence Roadmap. This approach promotes proactive planning and addresses the unique circumstances and aspirations of each client, ensuring a tailored strategy for a secure financial future.

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United States›Florida›Fort Lauderdale›Juniper Wealth

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