Steve and Lisa live in Cherry Hills Village, Colorado, and own a winter vacation home in Florida. 

Their lives are a busy blend of demanding jobs and the challenges of raising three children. The costs of private schooling and future college expenses for their children are on their radar, alongside concerns about their retirements that could last 30 years or more—a worry rooted in their experiences with their aging parents. 

Steve and Lisa both benefited from equity compensation packages, which have allowed their net worth to grow with the success of their companies. In addition, Lisa will receive a substantial inheritance after her parents pass. 

They understand the importance of having wealth accumulation, preservation, and transfer strategies that minimize taxes and safeguard their assets over the coming years. They also want to ensure they have the proper plans to allow their children to flourish if something unexpected happens. 

Introduced to Jupiter Wealth Management by mutual friends from their children’s school, Steve and Lisa were interested in the firm’s reputation for service, trustworthiness, and results, particularly for affluent families with multi-generational wealth requirements. 

Their connection was deepened by shared interests, such as support for the Denver Ballet and several educational charities. At Jupiter Wealth, the Jacksons found a team that could consolidate their diverse financial interests into a cohesive financial plan. 

Then, this information was communicated to the tax and legal professionals advising the Jacksons. 

This coordinated expert guidance allowed Steve and Lisa to devote more time to their careers, family, and social lives, particularly helping Steve lower the handicap for his golf game.