When you become one of our clients you become a part of our hand-selected family.
Jupiter Wealth clients are entrepreneurs, business executives, and family stewards. Our clients use their days to make meaningful impacts in commerce, community and culture. We are selective in who we bring on, focusing our exclusive family office services on clients whose wealth and personal vision aligns them with Jupiter’s values and deep suite of custom services.
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The Jupiter Client Experience
Our first job is to get to know you. We will explore your goals and priorities for both your investments and your financial future. We will also introduce you to the time-tested Jupiter philosophy and we will together discern if Jupiter Wealth is the right fit for your family wealth.
At the second meeting we begin to align your current situation with a long-term strategy. We will go over our initial round of recommendations and walk you through our customized long-term relationship plan.
While each client has unique service requirements, at a minimum we seek to speak with you quarterly to review investment strategies. Our on-call service associates are available via phone or email during regular business hours to attend to any questions you may have. Service is our highest priority.