LPL Financial

Our Vision

Good Wealth Management empowers individuals and families to achieve financial security and pursue their dreams through personalized wealth management solutions. We believe financial planning should be accessible, comprehensive, and adaptable to each client's unique needs and goals.

Who We Are

We are a team of experienced professionals dedicated to providing personalized financial guidance and comprehensive wealth management services to individuals, families, and small businesses. We are committed to building lasting relationships with our clients, offering guidance and support throughout their financial journeys.

Our Team

Led by experienced wealth advisor Daniel O. Uribe, our diverse team comprises seasoned professionals with expertise in:

• Financial planning and analysis
• Investment management
• Estate planning
• Retirement planning
• Tax optimization
• Business planning

Our Services

We offer a comprehensive range of services to meet your individual needs, including:

- Comprehensive Financial Planning

Developing a personalized financial roadmap that aligns with your unique goals and circumstances.

- Investment Management

Customizing a portfolio that aligns with your risk tolerance, investment objectives, and market conditions.

- Retirement Planning

Maximizing your retirement savings and ensuring you're on track for a comfortable future.

- Estate Planning

Creating a robust estate plan to protect your assets and ensure their proper distribution upon your passing.

- Business Planning

Developing strategies to manage your business finances and achieve your business goals.

Our Approach

We take a collaborative and personalized approach to wealth management, working with you to:

• Discover Your Goals: We take the time to understand your financial aspirations, values, and concerns.
• Assess Your Financial Health: We evaluate your current financial situation and identify opportunities for improvement.
• Create a Plan: We collaboratively develop a customized plan that aligns with your unique needs and goals.
• Implement & Review: We actively manage your portfolio and review your plan regularly to ensure it remains relevant and effective.