32 Years of Wealth Management Experience You Can Trust

Since 1992, the Boon family and their team of financial professionals have managed wealth for affluent families. Our approach is designed to grow and preserve our clients’ wealth the same way we would our own. 

Why should this be important to you? 

As fiduciary financial advisors, you can feel confident knowing that we invest your funds only in opportunities we’d choose for ourselves, allowing you to safeguard your family’s wealth across multiple generations. 

After working for a national wealth management firm for several years, Jim and Ann Boon realized there was a need for a much higher level of service for families with $2 million or more of investable assets who needed sophisticated wealth management solutions but did not have enough assets to hire a multi-family office. 

In 2018, the Boons launched Jupiter Wealth Management as an SEC-registered investment advisory firm, emphasizing independence and the ability to offer more comprehensive family office services to multi-generational families without the high minimums and fees typically associated with multi-family offices.

Today, Jupiter Wealth functions like a traditional family office, grounded in conservative, best-in-class investment management and holistic financial planning strategies. As a multi-family office, we serve a select group of affluent families across America, providing them with a personalized experience based on their current financial circumstances, future goals, and legacy planning needs. 

Our commitment is to help you grow and preserve assets that will serve you and future generations of your families.

We don’t just manage your assets. We build long-term relationships with you and your family.

All of our advice is based on prioritizing your family’s financial well-being above all else.