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Juncture Wealth Strategies
Regolizio founded Juncture Wealth Strategies in Scottsdale during 2010, a period when many independent advisory practices were paring back complexity.
Juncture Wealth Strategies
Regolizio founded Juncture Wealth Strategies in Scottsdale during 2010, a period when many independent advisory practices were paring back complexity. The firm went the other direction, building its identity around alternative investments at a moment when most Arizona-based wealth managers stayed anchored to publicly traded securities. No single family fortune anchors the firm; it serves a mix of high-net-worth individuals and organizations, functioning as a multi-family office in practice if not in formal legal designation. The firm's strategy centers on sourcing third-party alternative managers rather than making direct private-company investments. Asset classes include private credit, hedge fund strategies, real estate, and special-situations or secondary-market exposures — a mix typically associated with institutions running multibillion-dollar pools. Geographic focus skews domestic, consistent with a Scottsdale-headquartered practice whose client relationships are disproportionately concentrated in the Southwest corridor. Fund structures lean toward limited-partnership interests in externally managed vehicles, with the firm acting as gatekeeper and portfolio constructor. The professional headcount at Juncture remains lean relative to the strategy complexity, suggesting a deliberate role as allocator rather than in-house asset originator. No secondary offices or adjacent philanthropic foundations surface in public records. The firm has not disclosed a figure for total deployment or assets under advisement, which is typical for a private practice of this size and further underscores the distinction between regulatory AUM and the broader alternative-investment purview the firm claims. What structurally separates Juncture from most Scottsdale RIAs is not the license but the lineup: the firm's willingness to build portfolios around credit, hedge funds, and real-asset strategies implicitly defines a succession model rooted in manager selection rather than product manufacture. That architecture makes the firm vulnerable to due-diligence scrutiny — performance hinges on external manager calls — but also gives it the flexibility to pivot across asset classes without the overhead of an internal deal team.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
<$500M (Altss estimate)
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Daniel L. Regolizio
Chief Executive Officer, Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Juncture Wealth Strategies?
Daniel L. Regolizio, who founded the firm in 2010 and serves as Chief Executive Officer, is the central figure in both advisory and investment-committee decisions. As is common in boutique multi-family offices, portfolio construction and manager selection flow through the founder's office rather than a separate CIO function. The firm has not publicly named additional investment personnel.
How does Juncture Wealth Strategies source alternative-investment exposure for clients?
Juncture acts as a manager selector and allocator rather than an originator. The firm evaluates third-party funds across private credit, hedge fund strategies, real estate, and special-situations vehicles, committing client capital as limited partners. There is no indication of a direct-deal or in-house co-investment book, which is typical for a practice of this size operating an alternative-heavy model.
Is Juncture Wealth Strategies structured as a single family office or a multi-family office?
The firm functions as a multi-family office in economic reality — serving multiple high-net-worth families and organizations — even though its regulatory wrapper is that of a registered investment advisor. No single dynasty provides the founding capital or anchors the client base, which distinguishes it from true single-family offices.
Does Juncture Wealth Strategies manage direct real estate or private-company investments?
The firm's real estate and private-market exposure comes through externally managed funds, not through direct property acquisition or operating-company buyouts. That keeps the operational burden low — the firm does not maintain a property-management or deal-execution team — but means fee-stacking and manager due diligence are central to net-return outcomes.
What is Juncture Wealth Strategies' known posture on liquid versus illiquid alternatives?
Juncture blends liquid hedge fund allocations with longer-duration private credit and real estate commitments, a construction that requires ongoing liquidity management for a high-net-worth client base that may have intermittent cash needs. The firm has not publicly disclosed target allocation bands, but the asset-class breadth implies a deliberate trade-off between return-seeking illiquidity and the flexibility hedge fund sleeves provide.
Does Juncture Wealth Strategies disclose assets under management?
No. The firm has not published an AUM figure, which is common for private advisory practices below certain regulatory thresholds. Available information suggests a sub-$500 million practice, but that figure is an estimate based on the firm's age, location, staffing patterns, and the absence of large-institutional mandates in public records.
How is Juncture Wealth Strategies different from other Scottsdale RIAs?
Most Scottsdale-based registered investment advisors concentrate on traditional stock-and-bond portfolios or retiree wealth management. Juncture's public-facing identity is built around alternative investments — private credit, hedge funds, structured real estate — which shifts the firm's competitive set from the local RIA market to specialized multi-family offices and outsourced-CIO platforms that serve families with more complex portfolio demands.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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