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 for Financial, Tax, and Estate Reviews to Comprehensive Business Plan Reviews, to Annual Planning Meetings.
Even if you do not live near our offices in Scottsdale, Arizona or Fort Lauderdale, Florida, we are always available to you through our Virtual Client Relationship.