Since 1997 we've been here for you; to help you plan your retirement, manage your money and provide you with comprehensive financial advice. We provide the financial insights to create your personal vision of your future and partner with you long-term to help accomplish your financial goals. As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. Our client's needs are always put first. After gaining a full understanding of your goals and values, we craft solutions designed to help you live the life you've always imagined. Our tailor-made strategies are designed to grow and protect your wealth while providing a foundation for tomorrow and throughout the many milestones of life.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. Our client's needs are always put first. After gaining a full understanding of your goals and values, we craft solutions designed to help you live the life you've always imagined. Our tailor-made strategies are designed to grow and protect your wealth while providing a foundation for tomorrow and throughout the many milestones of life.
Services
Established in 1997, Bond Wealth Management is a wealth management firm located in Long Beach, CA. Our mission is to advise our clients to make suitable decisions regarding their desire to accumulate, protect and transfer their wealth. We work hard to understand our client's needs and concerns while being committed to providing exceptional client service.
Our mission is to implement a financial strategy designed to bring your long-term vision to life. We accomplish this by learning what is important to you and using those elements to establish goals to work towards and confidently achieve your objectives. Eric W. Bond was born, raised, schooled and continues to live and work in Long Beach.
During your first meeting, we will ask questions that will help paint your financial portrait and clarify your goals and challenges while educating you about wealth management philosophies. There will be nothing sold and nothing to sign during the initial consultation. We will then create a personalized plan providing details about how Bond Wealth Management may make a difference in your life and the lives of family members.
As committed as we are to your financial future, we are also committed to raising money for charity. The 2 charities we actively support are Pups and Pals and Wounded Warrior. Since 2015 Bond Wealth Management hosts a bi-annual paper shred & e-waste event, where we partner with Pups and Pals to help raise money for rescue animals.
Bond Wealth Management takes an all-encompassing approach to matching decisions about your assets with the life and legacy you desire. We look at you as a whole person and at the things that are important to you. It's not just about the numbers. It's not just about getting a good return on an investment.
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