Our Services

Comprehensive Financial Advice

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Our holistic approach provides clear direction on every aspect of your financial path, including investment, retirement, tax, stock options, cash flow, risk management and estate planning. We are committed to putting your interests first, we sell no products and receive no commissions, and we deliver transparent and comprehensive financial advice.

Fact-Based Investment Planning

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We help you create and maintain wealth through a fact-based investment approach rooted in diversification, low investment costs, tax efficiency and minimizing the risk of underperforming the global markets. After we identify your objectives, investment return targets, and an appropriate level of risk, we work to ensure your customized investment portfolio is optimized through continuous monitoring, opportunistic rebalancing, and active tax loss harvesting.

Total Balance Sheet Management

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Our advice goes far beyond investments and what traditional financial advisors deliver and no stone goes unturned in helping you define your financial and life path. We dive deeply into the granular details of your balance sheet, evaluating assets, liabilities, and every facet of your total net worth, while proactively offering return optimization and liability and expense mitigation strategies.


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With the help of highly experienced insurance consultants, we help you evaluate risk management solutions and recommend options to fit your family’s needs.


  • Asset and income protection strategies
  • Analysis of major insurance companies and product recommendations
  • Life insurance audits and Long-Term Care (LTC) expense mitigation
  • Estate tax elimination strategies

Estate Planning

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We will work with you and your estate planning attorneys on strategies to help minimize taxes and maximize your potential wealth transfer. Our goal is to help ensure your wishes are carried out in the most efficient manner possible.


  • Review and advise on trust documents
  • Charitable planning and gifting strategies
  • Generation-skipping wealth transfer strategies
  • Self-settled trusts for asset protection and efficient distribution

Redefine Your Financial Path

Click to schedule an initial consultation and begin working with us on a fully complimentary customized written wealth plan.

Contact Us

Manhattan Beach, CA

(424) 355-0232

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