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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.

National Association of Personal Financial Advisors (NAPFA)

Ponderosa Wealth Management is a member of NAPFA, a trade association of “fee-only, comprehensive” financial advisors in North America. Its members embrace a unique set of principles considered more stringent and consumer-friendly than some other financial advisors. When NAPFA members say they are “fee only,” this means that they do not accept any form of commissions, fees, or discounts from the providers of financial services. Their entire compensation comes directly from their clients. This principle stands in contrast to more than 95 percent of financial advisors in North America, who rely completely or primarily on commissions to earn their livings.