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Wealth Management

Wealth Management

Wealth Management 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.

We assist our clients with a wide range of financial challenges, including wealth enhancement, the transfer of wealth to future generations and the protection of those assets. We also help counsel clients in charitable planning and with their investment portfolio. We make this complex process easier for families by helping them to understand how to invest wisely and how to preserve their wealth for generations to come.

As a trusted and active family advisor, our mission is to help our clients define goals and then design long-range plans to help achieve their dreams. By building close relationships with families, we are able to understand their needs and work on their behalf with our carefully selected strategic team of consultants, tax planners, insurance advisors and investment custodians.