Tarbox family office, inc. Review

About Tarbox family office, inc.

Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA that provides comprehensive financial planning and investment management services. The company was founded by Richard Tarbox in 1985 with the aim of helping families achieve their financial goals through personalized and holistic wealth management strategies.

At Tarbox Family Office, Inc., we understand that every family has unique financial needs and goals. That's why we take a customized approach to wealth management, tailoring our services to meet the specific needs of each client. Our team of experienced professionals works closely with clients to develop a comprehensive financial plan that takes into account their current financial situation, future goals, risk tolerance, and other factors.

Our services include investment management, retirement planning, estate planning, tax planning and preparation, risk management and insurance analysis. We also offer specialized services such as philanthropic advising for clients who wish to make charitable contributions or establish foundations.

Investment Management

Our investment philosophy is based on the principles of diversification and asset allocation. We believe that a well-diversified portfolio can help reduce risk while maximizing returns over the long term. Our team carefully selects investments from a wide range of asset classes including stocks, bonds, mutual funds and exchange-traded funds (ETFs). We also monitor market trends closely to ensure that our clients' portfolios are always aligned with their long-term objectives.

Retirement Planning

Planning for retirement can be overwhelming but it doesn't have to be. At Tarbox Family Office Inc., we help clients develop a comprehensive retirement plan that takes into account their lifestyle goals as well as their income needs during retirement years.

Estate Planning

Estate planning is an essential part of any comprehensive wealth management strategy. Our team works closely with clients to develop an estate plan tailored specifically for them which includes wills & trusts creation or review; power-of-attorney documents; healthcare directives; beneficiary designations; gifting strategies etc.

Tax Planning & Preparation

We understand how important it is for our clients to minimize taxes while maximizing returns on investments they make throughout life so we provide tax-efficient investing strategies along with tax preparation service at year-end time when needed by our client base!

Risk Management & Insurance Analysis

We believe in protecting what matters most - your family's future! That's why we offer risk-management solutions such as life insurance policies or disability coverage options so you can rest assured knowing your loved ones are taken care of if something unexpected happens.


Philanthropic Advising

For those who want more than just personal gain from investing money wisely – there’s philanthropy! At Tarbox Family Office Inc., we work alongside you towards creating meaningful impact through charitable giving initiatives like establishing foundations or donor-advised funds.


In conclusion,

Tarbox Family Office Inc.'s mission is simple: To provide exceptional service tailored specifically towards each individual client’s unique circumstances while maintaining transparency throughout all aspects involved within managing one’s finances effectively over time - no matter what stage they may be at currently! With decades worth experience under its belt combined together with cutting-edge technology tools available today like robo-advisors etc., this firm stands out among others due its ability deliver results consistently over time without compromising quality standards set forth by industry regulators alike!