2120 Colorado Avenue, Santa Monica, California, 90404
(310) 586-1828
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Finance & Insurance > Financial Planning & Investments
We combine expert impartial advice with a wide range of planning and investment options to help you make smart financial and life decisions. We offer
- Personalized financial & life planning
- Robust investment options designed to produce stable income, minimize downside risk and maximize ROI
- Expertise to address tax, estate, insurance, legacy or charitable issues throughout your lifetime
- Easy-to -use tools to maintain account activity and have full transparency.
Monday:
7:00am
to 5:00pm
Tuesday:
7:00am
to 5:00pm
Wednesday:
7:00am
to 5:00pm
Thursday:
7:00am
to 5:00pm
Friday:
7:00am
to 3:00pm
Saturday:
Closed
Sunday:
Closed
Year established: 1981
Tags: Santa Monica Wealth Manager, Los Angeles Wealth Managment, Portfolio Management, Investment Planning, Top Wealth Manager, Top Financial Planner, Estate Planner, Legacy Planner, Retirement Planning, Financial Planning for Women
Specialties: Family Business, Women in Transition, Executives, Professionals, Multi-Generation Wealth Planning
Products: Multi-Generational Planning, Risk Management, Tax Planning, Estate Planning
Services: Wealth Management, Financial Planning and Advisory, Portfolio Management, Business Management, Financial Planning, Legacy & Philanthropic Planning, Multi-Generational Wealth Planning, Risk Management, Estate Planning, Business Sale & Transition
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