Jupiter Wealth Planning Services
By offering financial planning & wealth management services, Jupiter acts as the architect and executor of your customized financial plan, ensuring our clients always have the highest level of personalized service.
Investment Management
Strategic Growth Through Intentional InvestingOur investment management approach is built on a long-term view—understanding that while markets fluctuate, they reward patience over time. We use diversified portfolios of individual stocks, bonds, mutual funds, and ETFs to help manage your money with purpose.
We combine independent third-party research with our own time-tested process, drawing on decades of experience to create balanced strategies that support your goals through every market cycle.
Financial Planning
Customized Planning for Your GoalsJupiter Wealth Planning takes a holistic approach providing a customized plan that encompasses your investments, taxes, estate, insurance needs and more.
We realized financial planning is an ongoing service—not a once-a-year event. Our annual planning calendar breaks topics into bite-sized pieces, allowing us to meet multiple times throughout the year. This consistent, proactive approach reduces anxiety, keeps your plan aligned with your goals, and ensures we're continuously monitoring for life changes and market opportunities.
Retirement Services
dynamic Planning to better position Retirement OutcomesJupiter Wealth Planning develops clear financial plans to help you understand how your investments, Social Security, and taxes can all work together to support your lifestyle in retirement. Our goal is to give you confidence and clarity—so you can make informed decisions and move forward with a plan you truly understand and trust.
We create a retirement plan that includes pension advice, 401(k) rollover services, Social Security optimization, and tax-efficient income strategies to help you keep more of your money over time. At Jupiter Wealth Planning, we believe that executing a proper strategy for the income phase of retirement is one of the most important financial decisions you’ll ever make.