Community Involvement


Corporate Sponsor
AZ Drug Free
Corporate Sponsor
Teen Lifeline
Corporate Sponsor
Corporate Sponsor
Autism Speaks Walkathon

Past Events

Phoenix Waste Management Open


01.26.15 – 02.01.15

The Waste Management Phoenix Open raises money for charities, most of which provide programs that benefit youth. Recent beneficiaries include Phoenix Children’s Hospital, First Tee of Phoenix, Special Olympics Arizona, Homeward Bound, Audubon Arizona, Boys & Girls Clubs, YMCA, Be A Leader Foundation, Teach for America, Waste Not, and Junior Golf Association of Arizona. In the tournament’s 79-year history, The Thunderbirds have raised over $86 million for charity.

Susan G. Komen 3-Day Walk


As a former 3-Day walker in 2007 & 2008, Leigh Palmer continues to support the cause and spread awareness by organizing cheering stations for the walkers. During this year’s walk in November, the Juncture Wealth team passed out refreshments and goodies for all the walkers and participants. For more information about the organization or to get involved, please check out the 3-Day page.


Coastal Foundation Giving Ceremony



Donors, community members, and volunteers gathered at Fletcher Cove Community Center to celebrate the new Solana Beach Fund which was established in the fall of 2013. The Ceremony highlighted the work of the five nonprofits that received more than $16,000 in grants. The event was sponsored by Juncture Wealth Strategies of Solana Beach.

Making the Future Relevant for Investing Today Presentation


During this event, Mike discussed that while the future looks very exciting for technology, “enthusiasm is no substitute for discipline.” He provided four strong guidelines to invest by in this ever changing technology space.


Cancer Awareness Research and Education Event



We are proud of 17 years dedicated to funding local Breast and Prostate Cancer Research. We salute our fellow Desert Mountain members who organized and participated in charity events and activities that have resulted in over $4.6 million in contributions to cancer research.

Lynn O’Shaughnessy College Solution Event


Lynn O’Shaughnessy is a nationally recognized college expert, who is a higher-ed journalist, consultant and speaker. Her chief goal is to help families with teenagers become smart college shoppers as they search for schools. She is also focused on educating high school counselors, college consultants and financial professionals, who need to understand how they can assist families with evaluating their choices and bringing their college costs down.


JWS Solana Beach Open House



We’ve moved! We hosted our Open House to reveal our beautiful, brand new downtown Solana Beach location. Our friends, family and clients joined us on this special day to celebrate our new space and meet the newest members of our team.