Ambassador Program


Who can you introduce to Vosberg Wealth Management?

There is no greater compliment a client can give us than to refer a family or friend. It is our commitment to provide the highest level of service.

WHO can you introduce to Vosberg Wealth?

  • Anyone who is thinking of retiring
  • Anyone who is already retired
  • Anyone who is paying too much in taxes
  • Anyone just needs a second opinion on their wealth strategy
  • Or someone that is going through a major life change, for example:
    • A death of a significant other
    • Receiving an inheritance
    • Going through a divorce
    • Change of employment

HOW can you introduce INDIVIDUALS to Vosberg Wealth?

We host educational introduction events throughout the year which is a wonderful opportunity for your friends and family to get to know us and what we do. In addition, we also hold client events in which you are encouraged to bring a guest that you would like to introduce to us.

For immediate assistance, please feel free to always share our contact information OR contact us directly so that we may to get in touch with someone who needs our help.

We will meet with them at NO COST for this meeting.

For more information on any introduction events please contact our office at 626.358-5458 or email info@VosbergWealth.com.

Client Ambassador Events

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