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Helping successful families make wise decisions about their money by creating
custom financial strategies to preserve and protect their wealth.

OUR PROFESSIONAL ADVISORS

We believe sound financial planning and wealth management begins by helping each client define their goals and make intelligent decisions to realize their personal dreams and legacy they want to leave for future generations.

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WEALTH MANAGEMENT

This is a process as well as a journey and will help lead you to realizing your family’s unique financial goals. Through thoughtful and structured consultation with each client, Ponderosa Wealth Management designs custom investment solutions, advanced financial planning and relationship management.

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THE PONDEROSA APPROACH

Wealth management is a comprehensive plan that involves addressing each of our client’s major financial issues and creating a strategy to help them meet their most important financial goals.

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