About

Our Firm

We're not only financial advisors – we are family. We have been a family-owned wealth management firm since we first opened our doors, and we treat our clients and staff like family as well. Get to know us and join the family.

Our Story

Pombo Wealth Management was founded in 2008 with the belief that people can live a better life if their finances are properly managed and well-understood. Our firm was built on trust, honesty, integrity, and the desire to help people live a life focused on what is truly important.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Meet Our Team

Years of experience have prepared us to guide you through life transitions. Our team employs their diverse experiences to shed light on the often complex world of finance. We are committed to helping you gain the clarity and confidence it takes to pursue your goals.