SEC CRD #801-129338
Pomona Wealth Management - Financial Advisor in Tri-Cities Washington What We Do Planning Process FAQ Blog Client Portal Talk with Kevin Growing safeguarding wealth Growing safeguarding wealth through thoughtful decisions Pomona Wealth s sole purpose is to help build, maximize, and preserve client s wealth so they can focus on what makes them happy personally and professionally. We strive to be the go-to boutique wealth management firm with institutional resources and knowledge serving a limited number of successful individuals, families, and businesses on a personal basis. See the Services Talk with Kevin Pomona Wealth s sole purpose is to help build, maximize, and preserve client s wealth so they can focus on what makes them happy personally and professionally. We strive towards this purpose using an attentive, conversational, and trusted partner approach to wealth management, leveraging our unique institutional level insights to deploy thoughtful investment strategies for our limited clientele. See the Services Talk with Kevin My goal is to help people make smarter decisions with their money. As we get to know each other better and build trust, these decisions become easier. This is because “smart” is subjective and unique to you, your family, and business. My goal is to help you think differently about tomorrow, so you can act savvy today with financial decisions. When done correctly, this empowers clients to maximize and safeguard their wealth so they have the freedom an
KEVIN J. FLOYD
CHIEF COMPLIANCE OFFICER
📞 (509) 643-6028
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AUM
$290M
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