Working with an advisor can be intimidating. So we made our process approachable and understandable. We work together to implement the agreed upon plan to ensure we’re able to measure progress and achieve your goals in a prudent, accountable fashion.
Finances for many people are personal and can be a difficult topic to approach. We’ll take time to get to know each other, while discussing your objectives and financial pain-points.
Together we’ll craft an individualized financial plan and investment strategy that will support achieving your financial goals and laying to rest your financial concerns.
This is where rubber meets the road - the actual implementation of financial planning action items and investment strategies that support these goals.
Without continuous review and measurement of your financial plan and investments against your goals, you may be drifting off course without knowing it - similar to a ship without a compass.
Schedule a call with Pomona Wealth Management to see if we're the right fit for your situation
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Providing customized solutions for their individual situation, not a one size fits all mentality
Partnering with someone they can trust will be in their corner when it comes to decisions
Telling them the honest truth and not relying on “financial-jargon” to complicate advice
Empowering them and their family through education and full transparency
Working hand in hand with a financial expert in an approachable setting
Based in Tri-Cities, WA - serving Eastern Washington and the greater Pacific Northwest
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Pomona Wealth Management is a registered investment advisor. All content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. All investments include the risk of loss. Past performance is not indicative of future results. Pomona Wealth Management does not provide tax or legal advice. Consult with a qualified professional prior to making investment decisions.
