By Jeff Gilbert
What are the most important things in your life? Family? Health? A sense of purpose? While money may not top that list, it affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why an advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel.
But how do you find an advisor who you can trust and want to work with for the long term? At Balboa Wealth Partners, we understand that this is an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to place their finances in our hands.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.
The Balboa Wealth Difference
We’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
- A personalized approach. We know that no two individuals’ financial planning needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A dedicated team. With a diverse team of experienced professionals who maintain a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money. By having a dedicated team of experts on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
At Balboa Wealth Partners, we desire to take away your fear and anxiety and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. We specialize in serving ultra-high-net-worth individuals who require customized strategies for their unique challenges.
Our advisors specialize in overseeing your financial affairs and coordinating the day-to-day execution of your long-term financial plans. We deliver high-touch, responsive service strategically paired with access to institutional-caliber investment expertise in a way that eliminates conflicts, reduces fees, and opens the doors to truly comprehensive planning and reporting.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them and have them contact us at 949-445-1465 or firstname.lastname@example.org.
Jeff Gilbert is the founder and CEO of Balboa Wealth Partners, a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success. With nearly three decades of industry experience, he has worked as both an advisor and executive level manager, partnering with and serving a diverse range of clients. Specializing in serving high- and ultra-high-net-worth families, Jeff aims to help clients achieve their short-term and long-term goals and to worry less about their finances and more on their passions in life. Based in Orange County, he works with clients throughout Southern California, as well as Arizona, Oregon, and Washington. To learn more, connect with Jeff on LinkedIn or email email@example.com.
Advisory services provided by Balboa Wealth Partners, Inc, an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners and its Investment Advisor Representatives are properly licensed or exempt from registration.
Securities offered through Chalice Capital Partners, LLC, member FINRA, SIPC.
Balboa offers advisory services independent of Chalice. Neither firm is affiliated.