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 wealthy client families have come to rely on.
Get in touch
Our service to affluent families is best understood in the context of relationships. We would relish the opportunity to get to know you.
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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.
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.
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
founder & CEO
Jim Boon
Jim has been managing investment portfolios for the past thirty years, first at international brokerage firms like Prudential and Morgan Stanley before becoming an independent Registered Investment Advisor in 2018.
Jim’s conservative investment style has always been centered on research, analysis and discipline. He has built an investment practice focused on advising and managing assets for private foundations, fiduciaries for retirement funds and affluent families and individuals. 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
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. 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
president & Founder
Tyler Boon
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 three daughters or pursuing his passions: hiking and camping, barbecuing in his backyard, and wrenching on his classic Mustang.
Education
UNIVERSITY OF VIRGINIA
Bachelor of Science, Electrical Engineering
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 Science, Business Administration and Management.