Boutique investment advice.
Global wealth management.
Global wealth management.
Barloon, Barron, & Mais Wealth Management
562-343-9233
UBS Financial Services Inc.
3030 Old Ranch Pkwy
Suite 300
Seal Beach, CA 90740
We’re advocates for your financial world—and your life
At BBM Wealth Management, we are an accomplished team of financial advisors who offer solutions, strategies and analysis along with the diverse experience and insight successful individuals and families need today. But beyond our knowledge and capabilities, we offer our clients what we believe is essential to our long-term relationship—advocacy.
We’re truly happy when you’ve achieved important milestones. That’s why our relationships always begin with planning—asking the right questions and helping you understand how all the pieces of your entire financial life should work together. Our conversations will help us clarify objectives, explain your cash flow needs and manage risk. Working with your other professional advisors, we can then align the right investment strategy to help you achieve your goals. Wherever you are in your life, whatever your questions, concerns or challenges, we believe our advice and advocacy can empower you to make confident decisions today and for years to come.
Natalie Barron and Lindsay Mais have been recognized as industry leaders.
- Natalie Barron, Forbes Best-In-State Next-Generation Wealth Advisors for CA, 2019
- Natalie Barron, Working Mother Magazine Top Wealth Advisor Moms, 2018, 2019, 2020
- Natalie Barron, Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
- Lindsay Mais, Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
Women and wealth
Can you do it all?
If you’re like many women today, you’re not only taking care of others—your children, your parents, a partner, you’re managing a successful career. Given your many other priorities and the demands on your time, are you also taking the right financial steps to help protect what matters most?
Corporate executive solutions
How can your equity awards help you meet your long-term goals?
If you receive a large part of your compensation in company stock or stock options, optimizing the value of your awards is key. It’s important to understand the bigger picture, and learn how equity awards can impact growing and protecting your wealth over time.
Business transition and succession
Pass it on or sell? Is it time to step away from your business?
When you’ve invested so much time, energy and passion into building your business, stepping away from it can be one of the most difficult decisions you’ll ever make. Our early involvement in the planning process can help you make the right choices.
Retirement funding
Are you saving enough?
The closer you are to retirement, the more important your planning strategy becomes. And the longer you spend in retirement, the greater the impact your decisions can have on your retirement lifestyle. We’ll help you plan and prepare for the retirement you’ve earned.
Multigenerational planning
What will your child’s future hold?
You want your children to have the best opportunities in life. But they also need to understand the responsibilities that often come with their good fortune. Striking the right balance starts with the right plan. Our team is here to take you and your family through each step of that process.
Philanthropy
Can your wealth make a difference in the world?
Giving back to our community and the causes we believe in couldn’t be more important for our team. Because it’s our passion, we believe we can provide you with inspired advice for clarifying your personal charitable goals and creating a strategy that aligns with your overall wealth plan.