Tarbox Family Office, Inc.
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. It serves a select group of wealthy families and individuals across the United States.
1985
Privately held
Customized asset allocation based on individual risk tolerance, emphasizing diversification to mitigate risk.
Newport Beach, Ca, United States
About
Mission
We are independent and privately owned, which means we are not beholden to shareholders. Our sole focus is on serving you. The magic is in how we tie everything else together.
Values
Transparency, objectivity, fiduciary approach, independence, and client advocacy.
Participant Demographics
Serving approximately 100 families, focusing on high-net-worth individuals and families.
Track Record
Team Experience
Decades of industry experience.
Notable Achievements
Transitioned to a fee-only model in 1990 and established as a trusted multi-family office.
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Newport Beach, Ca, United States
Legal & Compliance
SEC-registered investment adviser.
No legal or disciplinary history.
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