Welcome to Vosberg & Associates
We are an independent financial planning firm in the San Gabriel Valley providing financial planning and wealth management to individuals and small business owners. We strive to fully understand our clients’ goal and objectives.
By understanding our clients financial lives, we are able to help them make educated financial and investment decisions. We do not focus on just one aspect of our client finances. While most financial advisors only focus on the investment aspect, at Vosberg & Associates we take a comprehensive approach. Our mission is to help clients build and preserve wealth through a Structured Wealth Management Process.
As an independent financial advisor, we work in the best interests of our clients. We are not limited by any product or service, thus giving us the ability to work exclusively for the client. We work hard to help our clients achieve their long term financial goals. Our wealth management process takes a holistic approach to addressing the needs that individual investors and small business owners face.
We look forward to showing you how we can build and preserve your family’s wealth and become your trusted financial advisor.