Juncture Wealth Strategies

Juncture Wealth Strategies

Investment Management, N Scottsdale Rd, Scottsdale, , 85254, Arizona, 15279, United States, 1-10 Employees

juncturewealth.com

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Who is JUNCTURE WEALTH STRATEGIES

Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to high-net-worth client...

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  • 15279 N Scottsdale Rd, Scottsdale, Arizona, 85254, United States Headquarters: 15279 N Scottsdale Rd, Scottsdale, Arizona, 85254, United States
  • 2010 Date Founded: 2010
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Juncture Wealth Strategies Org Chart and Mapping

Employees

Brad Haines

Chief Investment Officer

Barry Rhonemus

Managing Partner, Founder

Kristen Benson

Senior Client Services Manager/Office Manager

Jack Barker

Chief Compliance Officer

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Frequently Asked Questions Regarding Juncture Wealth Strategies

Answer: Juncture Wealth Strategies's headquarters are located at N Scottsdale Rd, Scottsdale, , 85254, Arizona, 15279, United States

Answer: Juncture Wealth Strategies's phone number is +16*********

Answer: Juncture Wealth Strategies's official website is https://juncturewealth.com

Answer: Juncture Wealth Strategies's revenue is $1 Million to $5 Million

Answer: Juncture Wealth Strategies's SIC: 6282

Answer: Juncture Wealth Strategies's NAICS: 523940

Answer: Juncture Wealth Strategies has 1-10 employees

Answer: Juncture Wealth Strategies is in Investment Management

Answer: Juncture Wealth Strategies contact info: Phone number: +16********* Website: https://juncturewealth.com

Answer: Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to high-net-worth clients. As a Registered Investment Adviser, we are flexible, innovative and independent, with a commitment to communicating with clients in a straightforward and direct way and serving their financial needs with intelligence, insight and transparency. We recognize that the world we live in is constantly changing. Right now, were in the midst of a paradigm shift, and the future holds both new opportunities and new risks. As advisors, we seek to actively manage those risks while also taking advantage of new opportunities for growth. Our clients are forward-looking and willing to embrace the new opportunities that this future will bring. They are constructive optimists with business sensibilities, as well as having an understanding of risk management and an entrepreneurial outlook, but theyre also discontented with the conventional Wall Street approachtheyre not satisfied with business as usual and have tried alternative investments in the past that didnt meet their expectations. Theyre looking for a new way forward. With our innovative investment strategies, holistic financial planning services and comprehensive wealth management, Juncture Wealth Strategies helps discerning clients manage and grow their wealth. (Juncture Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Juncture Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Juncture Wealth Strategies, LLC unless a client service agreement is in place.)

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