Earlier this year, we announced our affiliation with Balboa Wealth Partners. Balboa Wealth Partners is a boutique Registered Investment Advisor that affords us every possible tool to manage our clients in the most efficient client focused environment available. Below is a link to Balboa's website, feel free to browse and become familiar with their platform.
This transition has been seamless, thanks to our incredibly understanding clientele. Our first six months under the Balboa Wealth Partners umbrella have been great and we are excited to continue our relationship and grow as a company.