Wealth Management Services
At WES CPA, we take a holistic approach to wealth management for business owners, high net worth individuals, and their families. We recognize that certain turning points in your life like the sale of a business, financing your children's education, or retirement, require careful financial planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.
The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.
Wealth Management for High Net Worth Individuals
Our Santa Monica, CA CPA firm provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 805-405-6510 to schedule a free free consultation today.
- Asset management
- Retirement planning
- College savings plans
- Estate planning
- Charitable giving
- Asset allocation analysis
- Business succession planning
- Investment and insurance management
- Tax planning strategies to preserve wealth