Let us help you grow more than wealth

Who we are

We help families and entrepreneurs protect what matters most—building a legacy that lasts for generations. Through thoughtful financial planning and tailored asset management, we work with you to create a clear, long-term strategy that supports your goals and grows with your life.

We believe in real relationships—built on trust, clarity and consistent communication—so you always know what to expect. Our mission is simple: to help you make confident decisions today that bring peace of mind tomorrow.

Our mission

At Ponderosa Wealth Solutions, we work with our clients on wealth planning and asset management, built on a long-term relationship with you. That means being clear from the start about what we need to work well together, so we can help you reach your financial and lifestyle goals.

Our top priority is managing your family’s wealth with care and helping you reach your goals. Our commitment goes beyond just managing your money though, we take our responsibility to you and your family and community seriously. This sense of duty shapes every decision we make and every action we take.

Our mission is simple: help families and entrepreneurs plan thoughtfully and protect wealth for future generations. We focus on building trusted relationships through honest guidance and personized strategies that help give you lasting financial confidence.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click Contact.
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Latest Insights

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Read more

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Let's start the conversation

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