The value of experience

Gamboa Galbraith Wealth Management Group Richard R. Gamboa, Joe Galbraith, Edward R. Van Der Velden, Lisa Odsander Gronowski, Michael B. Wu, Nicholas J. Lee

Gamboa Galbraith Wealth Management Group


phone

408-282-8432
408-282-8418



phone

855-280-8085



address

50 West San Fernando Street
8th Floor
San Jose, CA 95113



At the Gamboa Galbraith Wealth Management Group, we offer our individual as well as institutional clients an uncommon blend of personalized service and investment expertise. Most important, with decades of experience delivering customized wealth management and benefit plan solutions, we’ve deepened our understanding of the current environment and the challenges that many clients face today.

Whether you’re an affluent family or a plan sponsor, we look forward to helping you clarify your goals so we can work together to create the right path for pursuing them.

“When it comes to building wealth for the future, investments come and go out of favor, but planning has true staying power.”

— Rich Gamboa


Advice for each priority in your financial world

Whether you are navigating family milestones like education and home funding, exiting your business, or thinking about retirement, we have the financial planning experience to enhance your strategy and ensure it evolves with your life. We can also coordinate with your attorneys, accountants or other professionals so that we’re all aligned in our approach.

Our planning process

Using the UBS Financial Goal Analysis (FGA), we’ll uncover your personal goals and build your plan—your financial road map for the future. We’ll also engage each generation of your family to teach them about the value of planning and how we can work together to make important financial decisions.

Learn how your financial life encompasses much more than your investments



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