Juncture Wealth Strategies is an experienced and exceptional wealth management firm dedicated to working closely with our clients towards their success - as they define it. From the clients we serve to the advisors we support, our goal is to assemble our versatile team around you and your ambitions.
With our expertise and first-hand knowledge, we meet your needs with the edge necessary to help you thrive. Whether you're laying the foundation for emerging financial success or your hard-earned wealth is years in the making, our strategies are designed to grow and protect your wealth. We extend our services to independent, IBD, breakaway and private bank wealth advisors.
With our expertise and first-hand knowledge, we meet your needs with the edge necessary to help you thrive. Whether you're laying the foundation for emerging financial success or your hard-earned wealth is years in the making, our strategies are designed to grow and protect your wealth. We extend our services to independent, IBD, breakaway and private bank wealth advisors.
Services
In 2010, Juncture Wealth was started by Barry Rhonemus to provide clients with the kind of customized experience that rivals traditional firms. Since our founding, we've expanded to also offer support to advisors looking to grow their practice - and cater to the growing needs of high- and ultra-high-net-worth clients.
Barry has over 20 years of experience serving the needs of ultra-high-net-worth clients, family offices, foundations and corporate entities. As a private bank wealth advisor for over a decade, he not only managed the relationships of the bank's most important clients, but he also worked with other private bank professionals, developing strategies to solve diverse financial situations.
We serve a select group of affluent families, savvy young professionals, business owners, and successful savers seeking to integrate their wealth with their values and ambitions. Our team is familiar with the unique set of challenges that prosperous individuals and families face. We specialize in navigating this complexity by providing each client with an entire team of professionals skilled in every facet of wealth management.
We believe in partnering with advisors to grow in their careers, expand their firms and provide exceptional services to their clients. Each advisor, firm and team is different from the next, which is why we partner with you to the extent that works for you. You have the well-being of your clients at heart - with an in-depth understanding of their goals and circumstances.
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