Wishing You Happy Holidays From Our Team!

By Jeff Gilbert

Season’s Greetings from all of us at Balboa Wealth Partners! This year has been filled with its share of challenges and triumphs, and through it all, we’ve been honored to serve clients like you. Your trust means the world to us, and we’re dedicated to building confidence and stability in your financial future. As you celebrate this holiday season, know that we’re here to support you every step of the way. 

Reflecting on 2024

As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and are stronger for it.

Amid the challenges, we also faced a profound loss with the passing of our beloved colleague Alex Aretakis in April. Alex’s dedication, humor, and care for his clients left an indelible mark on our team and all who had the privilege of knowing him. As we continue to honor his memory, we are reminded of the importance of resilience and the strength we find in our shared purpose.

While inflation, continued stock market volatility, and recession concerns remain on the horizon, we approach 2025 with renewed determination and optimism.

Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.

Looking Forward to 2025

We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2025 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!

Thank You for a Wonderful Year!

Everything our team at Balboa Wealth Partners achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.

As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2025. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Get in Touch

As the year comes to a close, now is the perfect time to review your financial plan and set yourself up for a successful 2025 and beyond. Give me a call at 949-445-1465 or email me at [email protected].

Scottsdale office: 480-801-5010, [email protected]

Happy Holidays from our team to you and yours!

About Jeff

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 over 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, worry less about their finances, and focus more on their life’s passions. Based in Orange County, Jeff works with clients throughout the entire country. To learn more, connect with Jeff on LinkedIn or email [email protected]. 

Advisory services provided by Balboa Wealth Partners, Inc., an Investment Advisor 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.