Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC (CRD# 155175) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $166,800,000 in 308 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $541,558
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OH, TX

Financial Advisors at Juncture Wealth Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael T. Breazeale
CRD#: 2544551
15279 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
96
Wealthminder
score

Michael Breazeale (CRD# 2544551) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.

2
Bradley J. Haines
CRD#: 2571132
15279 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
96
Wealthminder
score

Bradley Haines (CRD# 2571132) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

3
Jack A. Barker
CRD#: 2570575
15279 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
93
Wealthminder
score

Jack Barker (CRD# 2570575) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

4
Wanda L. Stapley
CRD#: 1872814
15279 N Scottsdale Road, Suite 230, Scottsdale, AZ 85254
93
Wealthminder
score

Wanda Stapley (CRD# 1872814) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 28 years of experience in the finance industry.

5
Matthew C. Boyd
CRD#: 2293150
15279 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
83
Wealthminder
score

Matthew Boyd (CRD# 2293150) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.

6
Barry S. Rhonemus
CRD#: 2801533
Scottsdale, AZ
83
Wealthminder
score

Barry Rhonemus (CRD# 2801533) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

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