Wealth Management

Proactively Grow Your Assets
with Abaya Wealth Management LLC

Partner with a Certified Financial Planner® and leverage
Charles Schwab's capabilities to create a holistic wealth management strategy tailored to your unique needs. We'll help you grow, preserve, and transfer your wealth effectively and efficiently.

Our Comprehensive Wealth Management Services:

  1. Investment Management: Craft a diversified portfolio aligned with your goals, risk tolerance, and time horizon.

  2. Financial Planning: Develop a detailed plan to manage your cash flow, savings, and long-term goals.

  3. Retirement Planning: Secure your desired lifestyle in retirement with strategic pension and income planning.

  4. Tax Planning: Minimize tax liabilities through proactive strategies and deductions.

  5. Estate Planning: Create a plan that ensures your assets are distributed according to your wishes.

  6. Risk Management & Insurance Planning: Safeguard your wealth from unforeseen events with tailored insurance solutions.

  7. Legal & Compliance Services: Maintain compliance with all legal and regulatory requirements.

  8. Philanthropic Planning: Maximize the impact of your charitable giving in alignment with your values.

Empower Your Financial Future. Contact Abaya Wealth Management LLC today.

Wealth management planning includes:

  • Understanding your long and short term goals

  • Assessing your current assets and their potential for growth

  • Discussion of potential risks

  • Recommendations for specific strategies to achieve your goals

What people are saying

  • “As someone with no financial background Taunya gave me reassurance that I am on the right track. She didn't try to sell anything and gave great advice. She is very easy to speak with and provided honest feedback. Highly recommend.”

    Ann Windish

  • “I wish I had started working with Taunya sooner! She made moving my 401k from my previous employer quick and simple, and has helped me create a plan for maximizing my retirement savings going forward. I highly recommend working with Taunya.”

    Cassie Conroy

  • “Taunya is always available and quick to help with any question or concern. Her knowledge around the markets, financial and retirement planning is second to none. I would highly recommend Taunya for anyone seeking a financial planner or advisor.”

    Michael Cabra

  • “When my husband and I decided that we needed to start planning for our future, we didn’t know where to start. Taunya was recommended to us by a family friend and from our first meeting she was invested in us as a family and took the time to listen to what we were trying to accomplish. She doesn’t just invest money for us, she teaches us along the way and our understanding of the financial world has grown tremendously. I would highly recommend Taunya!”

    Kathryn Kitchen

  • “Working with Taunya is one of the smartest financial decisions our family has made. She has helped us prepare financially for retirement and our children’s college tuition. We have seen consistent gains even during times of uncertainty. She is extremely professional and responsive. If you are in any need of financial services look no further.”

    Joe Acosta

  • “Taunya has been our personal, family, and business financial advisor and planner for many years. She has kept us on track to meet our goals, helped us grow money that was static, and guided us on financial decisions. She has been an amazing and accurate resource whenever we have questions. I highly recommend Taunya Abaya!”

    Tara Bazilian-Chang

  • “Taunya is very knowledgeable and very easy to work with. She is receptive to questions and provides quick and easy answers. I am getting close to retirement and Taunya is providing the guidance that I need. Give her a call or schedule an introduction, you won't be sorry.”

    Kurt Engle

  • “Taunya's extensive knowledge of financial planning gives a client peace-of-mind that she knows how to best help you. A big part of that is she suggests products that are low in managing fees. She works for you, it's clear her clients' needs come first.”

    James Waack