What We Do
You’ve worked hard to achieve your current wealth and financial well-being. We’re here to help you grow and preserve that wealth.
If you’ve accumulated $2 million or more of investable assets, you deserve more than a cookie-cutter, one-size-fits-all wealth management solution. You deserve a level of service that enables you to pursue the financial goals that are most important to you.
At Jupiter Wealth, we specialize in four core wealth management services:
Financial Planning
Financial Planning
Financial planning should be the foundation for your wealth management strategy during your working years. We create a financial plan that merges your personal and financial objectives into a dynamic strategy that evolves with your needs. Then, we continuously work with you to keep this plan current, ensuring it adapts to changes that impact you and your family. It’s more than just another document; it’s your roadmap for a secure financial future.
Asset Management
Asset Management
We approach asset management with a disciplined, conservative philosophy. Our investment strategies are designed with you in mind, from our proprietary investment models to providing access to top-tier hedge funds, private equity services, and alternative investments.
Legacy & Generational Planning
Legacy & Generational Planning
Creating a legacy involves more than drafting a few legal documents—it’s about building a foundation that will last your lifetime and be transferable to future generations. This includes retirement and estate planning services based on your goals for a lasting legacy that benefits your family and any philanthropic interests you may have. We collaborate with your legal and tax advisors to make this happen.
Family Office Services
Family Office Services
We understand how valuable your time is. Our multi-family offices enable you to spend more time on what truly matters: Family, community, and purpose. We can assist you in coordinating all aspects of your financial life, from real estate investments to insurance, estate planning, and even the acquisition of art and other collectibles. We leverage a team of specialists to enhance your lifestyle while our family office services manage your day-to-day financial tasks.
As fiduciaries, we are held to the highest ethical standards in the financial service industry.
Success should unlock opportunities, not become a burden.
Everyone has unique goals and challenges. Our financial strategies are tailored to meet your desires and requirements.
Let us serve as your financial stewards.