Arbor Wealth Management

Welcome To The Family

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Guiding clients on their financial journey since 1993


What We Offer


Financial Planning

Getting You On Track


Investment Management

Managed Risk

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ESG Investing

Investing In A Cause

Cross & Heart


Biblically Responsible Investing

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Protection For The Future

Find Out More
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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

2855 Mitchell Drive, Suite 203,

Walnut Creek, CA


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