A Wealth Management Firm Rooted in Family Values
When we formed Jupiter Wealth, we identified three primary principles that would set us apart from the big Wall Street firms.
Loyalty and Family
As a family-owned business, we deeply value the bonds that are created by families. We treat each client with the same care, respect, and commitment we show our family members.
Impact and service
We’re dedicated community members who believe strongly in contributing to a better world for everyone. By dedicating our time and resources to helping others, we inspire them to do the same.
Discipline and stability
As investment advisors, we take our responsibility seriously, managing our clients’ wealth as carefully and wisely as our own. Our clients can focus on their careers, business, and retirement activities.
How our process works
If you believe we may be the right fit for your needs, here’s what you can expect when you contact us:
Introductory Meeting
Our first task is to learn about you. We’ll discuss your current circumstances, concerns, long-term goals, and risk tolerance. Then, we will share the Jupiter experience’s core principles to ensure Jupiter Wealth’s philosophy and services align with your family’s financial well-being.
Strategy Meeting
In our second meeting, we’ll start turning your financial situation into a foundation for pursuing your family’s long-term goals. At the same time, we will present our initial recommendations and create the benchmarks you need to measure the quality of our services.
Virtual Meetings
As a contemporary multi-family office, we offer the convenience of remote meetings via video conference and real-time access to your investment data and performance statistics through our easy-to-use client portal.
Ongoing Service
While each client’s needs differ, our goal is to connect with you at least quarterly to discuss investment strategies. Our service team is ready to assist you with any inquiries by phone or email during business hours. Exceptional service is our top commitment.
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.