Naperville, IL Office

Juncture Wealth Strategies advises individuals (including high‑net‑worth clients), trusts, estates, and pension or profit‑sharing plans, offering investment advisory services, portfolio management (including separately managed accounts and subadvisory arrangements), and standalone financial planning. The firm reports managing approximately $462.1 million in discretionary assets and $11.6 million in non‑discretionary assets as of December 31, 2025.

Juncture tailors written Investment Objectives after at least one client meeting and implements portfolios using a mix of proprietary strategies, model portfolios, and trading/implementation services; accounts are reviewed at least annually and rebalanced as market conditions warrant. The firm applies behavioral, fundamental, quantitative and technical analysis and explicitly uses derivatives and options strategies—such as writing covered calls and purchasing uncovered index options—and hedging techniques within separately managed accounts when appropriate.

Distinctive aspects noted in the brochure include the firm’s use of borrowing/margin in managed accounts (the brochure states debit balances from margin are ignored when calculating advisory fees) and the explicit incorporation of derivatives and hedging in SMA management, practices that are less common among peers. Additionally, several investment adviser representatives are licensed insurance agents who may recommend and sell insurance and annuity products (including access to a DPL platform for commission‑free offerings), a relationship the firm discloses as a potential conflict of interest.