Virtual Client Relationships
If you are a Physician, Dentist, Professional, Executive, Business Owner or someone who prefers online interaction, we understand your time is money and want to provide the same level of service online. We can accommodate just about any busy professional’s schedule from 6 AM to 8 PM Monday through Friday, by appointment.
Online screen sharing can be utilized for introductions to Juniper Wealth Management, Client 2nd opinion reviews and Annual Portfolio Review Meetings.
Even if you do not live near our offices in Florida or California, we are always available to you through our Virtual Client Relationship.