JUNCTURE WEALTH STRATEGIES, LLC

Overview

Juncture Wealth Strategies, LLC is an independent registered investment adviser that serves individual and family clients through fee-based financial planning and portfolio management. The firm combines a core use of public funds with tailored planning and insurance solutions: its registered activities list financial planning, portfolio management for individuals and small businesses, pension consulting services and operating as an insurance broker. That mix points to a client focus on retirement planning, income solutions and customized account management rather than a pure institutional allocator approach. Investment behavior is centered on broad market public funds and ETFs as the foundational sleeve of client portfolios, with selective use of individual equities and outside alternative managers where appropriate. The firm charges fees by percentage of AUM and by fixed fees, which aligns with a hybrid advisory model that can support both ongoing managed accounts and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices