Driven by shared values and goals, Juncture Wealth Strategies was founded on the same principle it follows today:
to always do what’s best for our clients.
We are a forward-thinking, independent Registered Investment Adviser motivated by an unwavering entrepreneurial spirit and rooted in research, experience and innovation. Challenging the traditional model, we are primarily strategy focused rather than product focused. We are dedicated to serving our clients’ financial needs using our unconventional wisdom, a focused commitment and straightforward approach.
We believe that clarity is the cornerstone of confident investing. Our mission is to help our clients achieve their financial goals in alignment with their values and aspirations. We strive to deliver full transparency, active oversight and objectivity without compromise.
At Juncture Wealth Strategies we…
Do Our Homework
If there’s a better tool we’ll find it. If it makes business sense we’ll adopt it.
Are Tough Graders
We demand excellence from our vendors ensuring only the best for our clients.
Measure Twice, Cut Once
While quick turnaround is often critical, accuracy is paramount.
Explore Innovative Solutions
Intelligent curiosity drives us to always be better.
Meet the Team
Our multi-disciplinary team leverages its collective experience and intellectual capital to offer integrated advice with a deep perspective. Together, we are committed to a culture of collaboration and working cohesively to meet your long-term objectives and complex financial needs.
- Learn MoreManaging Partner, Founder
Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.
- Learn MoreHead of Strategy Implementation
Brad has over 20 years of experience managing, valuing and advising high net worth and institutional clients on their investment portfolios.
- Learn MoreChief Fiduciary Officer
Jack has over 20 years of tax/wealth planning and trust administration experience working with high-net-worth clients and institutions.
- Learn MoreSenior Client Manager
Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.
- Learn MoreClient Service Manager
Leigh brings 15 years of experience in private banking working with ultra-high net worth clients and families to achieve their financial goals and objectives.