By Richard Riva
We love to celebrate milestones and accomplishments here at Wealth Management Solutions. Whether that’s a client reaching a goal or deciding to retire, or one of our team members experiencing exciting news, we think it’s important to reflect on the journey that got them there and commemorate the event!
That’s why we want to take a moment to celebrate our very own Martin Lombrano, who has now been a partner at WMS for 5 years! If you don’t know him well, Martin has been helping families pursue their goals for more than 25 years and joined our WMS team 5 years ago to further our mission of delivering care, guidance, and course corrections to manage your wealth with purpose.
We asked Martin to share some of his thoughts on the past 5 years.
Celebrating A Milestone
On what the past 5 years have meant to him: “They have been full of wonderful collaboration in formalizing the process of wealth advising for our clients. It has been a privilege to walk clients through an efficient process that prioritizes them. Since I came on board, we have cemented our fiduciary responsibility towards our clients, above all else.”
On how our WMS clients have shaped his experience these past 5 years: “Our business isn’t motivated by money, but the people. Money is just a tool to allow our clients to live a life of purpose and preparation for their heirs. It is a privilege to be invited into the lives of our clients. The past five years have cemented the fact that this is a people business first and a money-centered business second.”
On what he is looking forward to in the coming years at WMS: “I am looking forward to continuing to aid people in discovering their dreams and purpose while guiding and equipping them with the tools to make that happen. I am excited to continue planning for our clients’ legacies to surpass their lifetime and bless the following generations.”
Please join us in congratulating Martin and celebrating all his dedication and work these past 5 years! As he said, it is you, our clients, who make this job fulfilling. Thank you for your support and loyalty that helps us keep growing and serving more people.
About Richard
Richard Riva, the founding partner of Wealth Management Solutions, helps families advance their purpose in the framework of family financial matters. He brings comprehensive experience in banking, trust and investment services, and as an independent financial business, the passion in helping people and families, as a trusted advisor.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual.
