Located in the heart of West LA, our office is just east of the famous tourist attractions of Santa Monica and south of the quiet neighborhoods of Brentwood. We are off of Olympic and Purdue Ave, and right near the intersection of the 10 and 405 freeways. Our West LA office invites you to visit and meet our financial advisors to see what our full-service team can provide.
You’ve worked hard for your entire life, and now it’s time to kick back and enjoy your golden years in Los Angeles. Great call—we love it here, too!
Los Angeles is an awesome city, full of many things to do. If sports are your thing, you can catch the Dodgers, Kings, Chargers, Lakers, and Clippers in action—not to mention all of the collegiate teams in the vicinity (hello, UCLA and USC!). If you’re looking for some good old-fashioned entertainment, bring the grandkids over to Universal Studios or Disneyland, tour the famous locations in Hollywood, or catch some live music or arts performances at the Hollywood Bowl.
For high net worth investors, financial planning integrates cash flow, budgets, tax, insurance, estate and investments to create a plan for your life and legacy.
For small business owners, integrating their business and personal finances can help bring clarity to decision making as it relates to family, investments, taxes and estate planning.
Planning for divorce has significant financial implications before, during, and after the divorce process.
Investors receive a custom investment strategy that aligns with their goals and needs.
If you're looking to create a financial plan and a custom investment portfolio for your goals, talk to one of our West Los Angeles financial advisors today!