Our Services and Process

Investment Philosophy/ Process

In today’s ever changing economic environment, trusted advisors who offer value added services are critical to financial success.

  • Envision® Plan --  whether your ultimate goal is a comfortable retirement, investing for education, extending your financial legacy, or all of the above, a smart, thorough investment plan is the right place to start
  • Pure, unbiased consulting – placing our client’s investment objectives before everything else
  • Personal Relationship – we work with individuals and families, not “accounts” or numbers
  • Individual solutions  – each client
  • Disciplined, long-term approach
  • Active, passive, alternative - we believe that a blended approach of combining actively managed, passively indexed, and non-traditional investments can help enhance returns, reduce risk, and reduce investment expenses

 

Independence

As an independent affiliate of the Wells Fargo Advisors Financial Network, Juniper Wealth Advisors places our client’s investment objectives before anything else.

Our goal is to build a relationship with our clients where their well being is held in the highest regard.  Through a wealth of investment options – no load mutual funds, index funds, a full range of traditional and non-traditional asset classes – we create personally tailored solutions for each client.

Are we a fit?

  • Our clients sought advisors who take a balanced, disciplined approach to wealth management based on long term financial objectives
  • Our clients appreciate our ability to manage a wealth of different investment vehicles and help keep each in perspective relative to the holistic goal
  • Our clients value advisors they can trust, who will listen, and advise them based on their interests and long term goals – not ours

 

The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Envision methodology:

Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.

Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2003-2013 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC. All rights reserved.. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Clearing Services, LLC (WFCS, LLC).  Wells Fargo Clearing Services, LLC (WFCS, LLC).   All rights reserved. Wells Fargo Clearing Services, LLC (WFCS, LLC).   is the trade name used by two separate registered broker-dealers: Wells Fargo Clearing Services, LLC (WFCS, LLC).  , LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Envision® is a registered service mark of Wells Fargo & Company and used under license. 0213-04225