Arbor Wealth Management

Ryan Aguiar is a financial advisor at Arbor Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2020, with prior roles at Osaic Wealth, Inc. and FSC Securities Corporation. In addition to advisory services, he is involved in selling fixed insurance products. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses an investment process focused on asset allocation and optimization tools, combining fundamental and technical analysis to build diversified portfolios tailored to client risk tolerance.

Phillip Dutra is a financial advisor at Arbor Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2016, with prior roles at FSC Securities Corp and Metlife Securities Inc. Outside of his advisory work, Dutra participates in tournament bass fishing competitions and occasionally works as a fishing guide. Arbor Wealth Management serves individual and institutional clients, providing investment advisory services through its Vision 2020 Wealth Management Platform. The firm employs an investment process centered on asset allocation and portfolio optimization, typically recommending long-term, diversified portfolios that may include mutual funds, ETFs, equities, options, and fixed income.

Adam Bagherian is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Arbor Wealth Management, where he has worked since 2016, and previously held roles at Osaic Wealth, Inc., FSC Securities Corp, and METLIFE Securities Inc. Outside of his advisory work, Bagherian is pursuing CPA credentialing and is involved in a succession plan to become a partner at Beck & Company, CPAs, Inc. Arbor Wealth Management serves individual and institutional clients, including both non-high-net-worth and high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering tailored portfolios that incorporate both long-term diversified strategies and tactical opportunities.

Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.