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Arbor Wealth Management

Welcome To The Family

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Guiding clients on their financial journey since 1993

What We Offer

Money

Financial Planning

Getting You On Track

Growth

Investment Management

Managed Risk

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Insurance

Protection For The Future

Analysing Data

Our Story

Arbor Wealth Management is a family business founded in 1993 by Steve Aguiar and has grown to include 4 advisors. We pride ourselves on delivering quality advice and exceptional service.

Contact Us

2700 Ygnacio Valley Road, Suite 275,

Walnut Creek, CA 94598

925-947-0900

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Trusted by Families Across California Since 1993 — Built on Relationships That Last.

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©2025 by Arbor Wealth Management.

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BrokerCheck

 

Securities offered through Osaic Wealth, Inc.(Osaic Wealth) , member FINRA/SIPC. Investment advisory services offered through Arbor Wealth Management. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

 

This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, ID, IN, KY, MT, NV, NY, OR, TN, TX, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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