Jupiter Wealth
Stewards of Family Wealth Across Generations

Our Commitment

Managing your wealth like our own.

History

Since 1992, the Boon family and their associates have been managing the wealth of affluent families alongside their own. The commitment of Jupiter Wealth Management embodies this side-by-side reality where no investment is made with client dollars that wouldn’t be considered for their own. Because of this, the team at Jupiter Wealth is a true steward of family wealth across generations. Jim and Ann Boon founded the firm initially as part of a national brokerage house. The importance of independence and the freedom to provide deeper and wider services for their clients beckoned, and the Boon family launched their own SEC-registered investment advisory firm in 2018.

Jupiter Wealth offers the services of a traditional family office with a foundation of conservative institutional-grade investment management and integrated financial management. Those services must be combined with comprehensive, independent guidance and delivered with integrity, honesty and caring. In a global environment that is increasingly complex and difficult, this is what our extremely wealthy client families have come to rely on.

 

Get in touch

Our service to affluent families is best understand in the context of relationships. We would relish the opportunity to get to know you.

Book an appointment ▸


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Loyalty and Family

As a family-owned business, we hold steadfast to the deep connection that family creates and believe that each client is deserving of the respect and devotion we commit to each other.

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Impact and Service

As committed members of our community, we hold steadfast to the responsibility of each person to make the world a better place and believe that leveraging our time and resources to serve others gives them permission to do the same.

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Discipline and Stability

As investment advisors, we hold steadfast to the fiduciary duty of managing our clients’ wealth as if it were our own and believe that in doing so we free them to invest in their own passionate pursuits.

 
 

Our Team

 
 
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founder & CEO

Jim Boon

From managing a $400M (in 1978 dollars) commodity chemical business to serving as CFO and pension manager for a $100M industrial processing company, Jim spent 15 years honing the skills that would eventually make him a trusted and reliable portfolio manager.

Analyzing industries and businesses, buying and selling companies, and understanding the power of deployed capital to build wealth became the ideal foundations for his life’s passion in investment management. In 1992, he left the corporate environment with his own family wealth as the origins of what would become Jupiter Wealth Management. Jim’s vision for a firm providing responsible, disciplined investing for affluent families is at the heart of Jupiter’s relationship-driven client experience.

 

Education

UNIVERSITY OF VIRGINIA,
DARDEN SCHOOL

Masters in Business Administration

ROANOKE COLLEGE
Bachelor of Science, Accounting

 
 

 
 
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founder

Ann Boon

Ann’s professional background led her to finance and strategic planning roles in multiple Fortune 500 corporations. With a diverse skill set in corporate and non-profit financial management, long-range planning, budgeting, and asset and resource management, she is a critical component to the operations and leadership of Jupiter Wealth.

Ann has served on the boards of various non-profit organizations in her native St. Louis as well as in California. As part of her commitment to serving communities she was a three-time elected member of the Board of the Ladue School District in Missouri. This extensive experience working with non-profits is the foundation to Ann’s client guidance in philanthropic planning and charitable giving.

 

Education

WHARTON SCHOOL
Masters in Business Administration

UNIVERSITY OF PENNSYLVANIA
Bachelor of Arts, International Relations

 
 

 
 
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president & Founder

Tyler Boon

Tyler brings a diverse experience in strategic thinking and client service to the role of President of Jupiter Wealth. His career began by serving citizens in the Office of Consumer Protection for the Missouri Attorney General. Since moving to Denver, his work as an entrepreneur and a telecom sales leader paved the way for joining the family firm in 2010.

Tyler’s attentive strategic mind combined with his unique skill in relationship building make him a central contributor to the family-style relationships that are at the heart of Jupiter Wealth. When not serving clients, Tyler can be found with his wife Cameran and their two daughters or pursuing his passions: hiking, wrenching on his Mustang, and his growing vinyl collection.

 

Education

UNIVERSITY OF VIRGINIA
Bachelor of Science, Electrical Engineering

 
 
 

 
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Director of Operations

Debbie Urtz

After growing up on the shores of Lake Erie, Debbie moved to Colorado and began her career in financial services in 1985. For more than thirty years, Debbie’s focus has been in the areas of compliance, operations and client services management. Debbie’s personal mission is to provide clients with first class customer service while maintaining exceptional day-to-day operations.

A long-time contributor to various non-profits in the Front Range, Debbie resides in Centennial, Colorado with her husband, Paul, where they raised their three children. In her free time, Debbie enjoys skiing, hiking, horseback riding and spending time with her two pups, Cooper and Eli.

 

Education

University of Phoenix
Bachelor of Arts, Business Administration and Management.

 
 

 
 
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Senior Client Service Associate

Justin Taylor

The newest member of the Jupiter Wealth family, Justin’s mission is to provide friendly and efficient client support to the work of asset management. By serving both direct clients and the in-house financial advising team, Justin brings his commitment to reliability and execution to everything he does. Originally from Michigan, moved to Denver in 2016 and began his career in financial services.

Justin lives in the suburbs of Denver, Colorado with his family and pets where he enjoys hiking, mountain biking, recording/producing music, and traveling to other areas of the world to experience local culture.

 

Education

University of Arkansas
Bachelor of Science, Business Management
Bachelor of Science, Mechanical Engineering