Ann Poloko, LLC
Ann Poloko Private Wealth Management
Feel The Difference Our Commitment Makes
Caring and experience are at the core of everything we do for our clients. We believe that our key strengths are our:
Total Focus On Your Interests. As an independent firm, we have no corporate ties or proprietary interests to serve. This freedom gives us the ability to focus fully on doing what’s right for you every time.
Pursuit of Excellence. Our team members have invested in themselves with advanced training and professional education. Our strategies are guided by a disciplined financial planning process that is backed by research and experience.
Powerful Relationships. We are a small firm with big connections. We partner with a network of local attorneys, CPAs, and other professionals to give you specialized advice for every need. We coordinate all aspects of the process so that the advice you get is coordinated with your overall picture.
Connections to the Community. We are locally owned and focused on serving the needs of Californians. We’re engaged residents that have an abiding passion for our families, communities, and the outdoors. We believe that these connections help us understand our clients and build stronger long-term relationships.
Accessibility and Responsiveness. By keeping our practice small, we’re able to intimately understand your needs and offer proactive service. We stay in touch by email, phone, and through regular in-person meetings to keep you updated without overwhelming you with information.