Ivan Lopez
Investment & Technology Analyst at Tarbox Family Office, Inc. - Newport, Vermont, United States
Ivan Lopez's Colleagues at Tarbox Family Office, Inc.
Ivan Lopez's Contact Details
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Tarbox Family Office, Inc.
Ivan Lopez's Company Details
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services.Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States.We are active advocates for our clients-We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders.-We do not sell any products or benefit economically from any investment or other recommendations.-We are experts in building and implementing tailored, comprehensive financial solutions for each family.-We provide disciplined and customized institutional-grade investment management.-You work directly with our experienced, multi-disciplinary team to accomplish your objectives.-We actively advocate for your best interests in all matters.