The wealth practice of a builder.
For people who built something real — a business, a career, a family's security — and have reached the point where what they built needs more than generic advice.
Which of these sounds like yours?
"Can we move to Arizona?"
Underneath it: a stock too expensive to sell, a tax window quietly closing, and a daughter six hundred miles away.
Read the Fentons' case →"Can you review our 401(k)?"
Five words. Underneath them: a founder with one of the smallest balances in his own plan, a compliance clock running by the day, and no one to hand the company to.
Read Walt's case →"When should I retire?"
Underneath it: an IRA compounding toward a tax event, heirs who'd inherit the bill — and a career that had been answering a harder question.
Read Michael's case →"Is our retirement plan underperforming?"
It wasn't. It was barely being used — and four layers down, the company was one partner's marriage away from a question no operating agreement could answer.
Read the Keystone case →"Can I afford college?"
Asked, with complete sincerity, by a 32-year-old who had just inherited more than he could spend. The money was never the question.
Read Tyler's case →"How do I retire?"
Asked by a dentist who chose the crisis-free life fifty years ago — and whose only crisis turned out to be leaving. The one buyer who wanted the practice couldn't possibly afford it.
Read Alan's case →"Are we set up correctly?"
Underneath it: a ten-year age gap, a seven-year-old daughter, and a plan that has to hold for the two people who may live in it without him.
Read David's case →"Are we going to be alright?"
Asked by two physicians at the peak of their earning power, with zero debt. The anxiety wasn't irrational. The world they optimized for is moving.
Read the Parks' case →"I can't name it yet. That's the problem."
The most common thing we hear isn't a question — it's the sense that no one has ever looked at the whole picture at once. There's an introduction written for exactly this feeling. Ten minutes. No email, no pitch.
Start with the introduction →How ready is your exit — really?
When do you plan to exit, sell, or transition out of your business?
You're further along than most owners — but the highest-leverage moves are still ahead.
Most owners at this stage have the right instincts but haven't translated them into a coordinated plan.
Want the full breakdown? The complete four-dimension read, with the specific gaps to close first — I'll email it.
An advisor who has actually stood where you're standing.
Two decades inside this industry — as an independent advisor, as a product builder at institutional and fintech scale, and as a founder. Henry restarted Juncture from Chicago, Illinois, in 2025, after a half-decade spent building retirement infrastructure for businesses at platform scale.
He works with a deliberately small book of clients, exclusively over Zoom, and travels for the moments that matter. No leased office, no hidden incentives, no product quotas — just a fiduciary practice built around the same questions he has spent his career answering for himself.
The wealth practice for clients who are doing the thing, by someone who is doing it too.
wealth + fintech
service lines
Always
Eight things we believe
about building, exiting, and keeping wealth.
Most exits fail in preparation, not negotiation.
By the time the LOI hits the table, 80% of the outcome is already determined. We've watched it happen: an offer comes in larger than expected, the owner accepts — and half of it vanishes to taxes nobody modeled. The negotiation didn't fail. The five years before it did.
Wealth without identity is anxiety.
Most post-exit founders aren't unhappy because the deal went poorly. They're unhappy because the money arrived without a new purpose. The tell is unmistakable — they start "swinging by" the old HQ, just to say hello. We design for the second life, not just the second balance sheet.
A good advisor disagrees with you regularly.
A yes-man is the most expensive person on your payroll. The value you should be buying is being told what you'd rather not hear — about timing, about heirs, about lifestyle, about your own blind spots. We say it kindly. We say it anyway.
Six service lines.
One coordinated picture.
Ready to build a strategy that actually fits?
Start with a conversation. Thirty minutes, no obligation, no pitch — just an honest look at where you are and where you want to go. You'll leave with at least one useful answer, whether or not we work together.
Schedule a ConversationIndependent · Fiduciary · Serving business owners and families nationwide from Chicago, IL