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Long Beach Office

2209 North Lakewood Boulevard

Long Beach, CA 90815

Wealth Management Services

We provide a comprehensive wealth management experience to help you gain clarity on your passions, purpose and life goals. We, then, provide the financial insights you need to help accomplish your personal vision of the future, and we will partner with you, long-term, to help you as your life changes. We offer the capability to provide a wealth management plan that incorporates investments, retirement planning, estate planning and tax planning.

Our Approach

We begin by, thoroughly, listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and see the "big-picture" of your life, providing you the comfort of knowing you're working with folks that are concerned with your wellbeing.

While we've grown over the years, quantity of clients has never been our objective. Instead we develop effective long-term relationships with our clients the old fashioned way...we sit, one on one, listening to your needs, your challenges and your goals then, build customized solutions to meet your specific needs and lifestyle. Unlike large brokerage houses driven by incentives, sales quota or tied to selling only proprietary products, we are under no obligation to anyone except the one person with whom our loyalty

As an integrated tax and financial services firm we strive to help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.

Clients with large investment accounts are given the unique opportunity to participate in the distinct investment philosophy based on decades of Nobel Prize winning economic research at Dimensional Fund Advisors (DFA). With DFA, our clients enjoy many of the same opportunities normally reserved for large institutional investors. We are, truly, honored to work with Dimensional Fund Advisors.

Three Cornerstones of Financial Independence

We focus on the three cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively.

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down.

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance.

Let's begin the discussion.


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