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Advisory Services

At Burbank Wealth Management, we work directly with you to develop customized investment portfolios tailored to your specific needs and financial goals. We also offer several tailored strategies focused on growth, income, and principal preservation.

  • Managed Equity Strategies
  • Advisory Programs
  • Separately Managed Portfolios
  • ETF’s

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Planning for Retirement

Burbank Wealth Management implements a disciplined approach to investing and develops portfolio management strategies to help our clients achieve their retirement goals. We help you make the most of your retirement plan and develop strategies that will provide you with income stability and capital appreciation, both now and for the future.

  • Individual Retirement Planning
  • Business Retirement Planning
  • 401(k)
  • IRA

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eMoney®

You’ve worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience. LifeSync is our approach to planning that helps align your financial objectives with your personal aspirations to help create the unique path to the life you want to live.

Learn More

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Estate Planning Strategies

Part of our mission is to help clients through life’s changes and challenges. For nearly 70 years, we have focused on helping families and individuals navigate career changes, retirement, and planning for future generations. Whether your estate needs are simple or complex, we work with your estate attorney and tax advisors to ensure that your estate planning strategies are properly met.

  • Beneficiary Planning
  • Charitable Giving
  • Trust Services

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Insurance

We help you determine the appropriate type of insurance necessary to protect you and your family and/or business from life’s uncertainties. Additionally, we help our clients leave a legacy for future generations.