Welcome to Tiburon Wealth Advisors.
As experienced wealth advisors and investment consultants, we understand that individuals face unique challenges when it comes to investment planning in preparation for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or developing an estate strategy, our personalized financial planning services focus on your needs, wants, and financial goals and objectives.
Our professionals have over 30 combined years of experience in financial services. A financial advisor can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Trust | Communication | Objective Guidance | Independent Research
We help you create a comprehensive, multi-generational wealth plan based on your goals, challenges and the values that guide your life.
Welcome! We’re Tiburon Wealth Advisors, a premier financial advisory group in Marin County, CA. We understand that individuals face unique challenges as they build wealth and plan for the future. Whether you’re preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. We’re committed to you and your Financial Wellness!
Our Team has years of experience in financial services, employee benefits and estate planning. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
What can we do for you?
Investment management
At Tiburon Wealth Advisors, we start by formulating your personal investment strategy. This establishes the foundation for your investment plan within the context of your financial and personal goals. Investment management is at its core dynamic in nature. As your circumstances and goals change over time, we actively adjust your investment portfolio as your life unfolds.
In our decades of experience, we have learned that a well-conceived, diversified investment plan provides the discipline required to weather market volatility in a rational and measured way. We create a customized portfolio with the appropriate level of risk for working toward your needs and aspirations. Our value to clients comes in ensuring that even though markets and your goals and dreams may change over time, they are always top of our mind.
Financial planning
Our team of experienced advisors will work with you to develop a financial plan that with focuson long-term success while never losing sight of your evolving short-term needs. Through our customized, goals-oriented approach, we work closely with you to first understand your circumstances and your needs before we help you develop a plan that serves your unique situation.
We always prioritize your goals rather than following the well-trodden path of other advisors who simply hope to sell you investment tools that get them a commission. We pride ourselves on our clear communication skills and our emphasis on making sure you are educated about every component of the financial planning process. When you work with us, you will feel empowered to make informed, confident decisions about your financial future.
Retirement focus
We see retirement as an important lifetime transition, not a transaction.
The transition from counting on a steady paycheck at work to living off retirement income can be an intimidating prospect.
Fortunately, it doesn’t have to be. We act as a true partner through every stage of the retirement process to develop a personalized plan to address your retirement goals and ensure that you view this special time in your life not as something to be feared but as something to be embraced.
Retirement planning is ideally a life-long process. You can start at any time, but it works best if you factor it into your financial planning from the beginning.
Need A Consultant?
Our professionals will help you make the right decision about your future!
Our team,
Teuta Morina
Teuta is the Director and the Senior Wealth Advisor of Tiburon Wealth Advisors, LLC. With over 15 years of wealth management experience, Teuta understands the complexity of family dynamics and the importance of having a plan in place in order to achieve long term individual and family goals. Teuta offers her clients a detailed level of personal attention and tailors her strategies to the complex issues of high net worth individuals and families. She has received many accolades during her career for her dedication to her clients.
Besart Morina
Besart is the vice president of Tiburon Wealth Advisors. Prior to joining Tiburon Wealth Advisors in 2020, Besart was a Vice President-Investment at UBIS, Wells Fargo Investments and Jp Morgan Investments, focused on the firm’s most sophisticated clients. He takes pride on staying ahead of the markets to help our clients preserve principal and build wealth over time. His goal is to learn what you value so he can adapt to the vast resources and solutions available to help support your financial needs and attain your complete confidence