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Get Started, For A More Confident Tomorrow.

At Juniper Wealth Management we know how busy life can get and it’s why we offer different ways to meet with us to make it easy on you. Whether you prefer in-person meetings or online screen sharing, we accommodate your needs to ensure you have more time to focus on the things that truly matter to you.

Choose what’s right for you and fill out the form below to get started!

In-Person Meetings

If you’re close to our offices in Florida or California, or prefer traditional face-to-face communication, we’d love to meet with you in person. We want to get to know you beyond your finances. We take great pride in getting to know each of our clients, providing them a high level of service and paying special attention to their individual needs and goals.

In-person meetings are available to you for everything from Complimentary Financial Reviews to Comprehensive Retirement Plan Presentations to Annual Portfolio Reviews.

Come in and see us to experience the JWM Difference.

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.

At Juniper Wealth Management we know how busy life can get and it’s why we offer different ways to meet with us to make it easy on you. Whether you prefer in-person meetings or online screen sharing, we accommodate your needs to ensure you have more time to focus on the things that truly matter to you.

Choose what’s right for you and fill out the form below to get started!

In-Person Meetings

If you’re close to our offices in Florida or California, or prefer traditional face-to-face communication, we’d love to meet with you in person. We want to get to know you beyond your finances. We take great pride in getting to know each of our clients, providing them a high level of service and paying special attention to their individual needs and goals.

In-person meetings are available to you for everything from Complimentary Financial Reviews to Comprehensive Retirement Plan Presentations to Annual Portfolio Reviews.

Come in and see us to experience the JWM Difference.

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.

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