Skip to main content

Second Opinion Service

A New Perspective Can Help Shed Light on Blind Spots.

The second-opinion service offered at Tribox Private is a complimentary service. Whether you find yourself in a complex situation or simply want reassurance in your financial decision-making within today’s economy, this service is designed to provide you with an informed perspective.

Schedule Your 15-minute Introduction Phone Call Today!
In our call, we’ll learn more about you and your situation to ensure we’re a good fit. We are dedicated to providing expert advice tailored to your specific situation.

Schedule Your 15-minute Introduction Phone Call Today!
We Look Forward to Getting to Know You!

Your Second Opinion

What You Can Expect

Once we get to know each other, we will guide you through a thorough discovery process to assess your current and future goals. This allows us to evaluate whether your existing financial plan effectively meets your needs. If they are, great. However, if we find that your needs would be better served elsewhere, we can explore the possibility of you becoming a part of our practice.

Our Shared Goal

Our primary goal is to make a significant positive impact on those we serve. Financial planning is a journey, and we are dedicated to helping our clients fulfill a sense of financial confidence, manage their ever-changing life goals, and often pursue their life dreams.

Our Team Is Here to Serve You

The Tribox Private Wealth team is here to serve you. We strive to provide exceptional client service. From 24/7 account and financial plan access to concierge-level support to personalized advice, our clients are at the center of everything we do.
Schedule Your 15-minute Introduction Phone Call Today!
Learn more about John Rojas, the founder of Tribox Private Wealth

Tribox Private Wealth – Wealth Creation from a Solid Foundation

Schedule Your 15-minute Introduction Phone Call Today!
How Do You Know an Advisor Is a Good Fit?

Hiring a Financial Advisor: Questions to Ask

You may hear from a number of quality advisors, and we know it takes work to choose. How do you decide if an advisor will be any good? Click on the link below to take a look at our helpful Hiring a Financial Advisor Guide, and then schedule your 15-minute introductory call today.

Hiring a Financial Advisor: Questions to Ask
Realize your wealth’s potential

Join us for coffee and a second opinion

Schedule Now