Wealth Management
Proactively grow your assets
When you have a feeling of security and happiness that you can financially provide for yourself and your loved ones, you have wealth.
Wealth management empowers us to maintain that sense of security while also using our money as a tool to create and grow additional assets, for a variety of goals, including
Major purchases, such as real estate, vehicles, or vacations
Tuition for private schools and college
Retirement income
Adjusting to life transitions such as children, marriage, divorce, and death of a spouse
Whether you’re seeking to learn how to use your money to more effectively grow your assets, or you’re nervous about putting money in the stock market or real estate and have no interest in being the investor, we have your back. At Abaya Wealth Management, we work with you to create a customized plan for growing your wealth.
Wealth management planning includes:
Understanding your long and short term goals
Assessing your current assets and their potential for growth
Discussion of potential risks
Recommendations for specific strategies to achieve your goals
What People Are Saying
“Working with Taunya is one of the smartest financial decisions our family has made. She has helped us prepare financially for retirement and our children’s college tuition. We have seen consistent gains even during times of uncertainty. She is extremely professional and responsive. If you are in any need of financial services look no further.”
— Joe Acosta
“Taunya has been our personal, family, and business financial advisor and planner for many years. She has kept us on track to meet our goals, helped us grow money that was static, and guided us on financial decisions. She has been an amazing and accurate resource whenever we have questions. I highly recommend Taunya Abaya!”
— Tara Bazilian-Chang