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Companion Wealth Management
4766 Park Granada, Calabasas, California, United States
About the Companion Wealth Management
Companion Wealth Management, located at 4766 Park Granada in Calabasas, California, is a finance institution dedicated to helping clients define and create the quality of life they desire. With a focus on financial freedom, the team at Companion Wealth Management collaborates with clients to develop personalized investment strategies that align with their goals and enhance their net worth.
Offering a wide range of investment and financial planning services, Companion Wealth Management utilizes unbiased research and industry-leading technology to create customized portfolios for each client. As an independent firm with no proprietary products or secondary financial motives, they provide objective investment advice and always prioritize the needs of their clients.
Led by registered representative Keith (KC) Martel, Companion Wealth Management is committed to upholding a fiduciary standard and putting their clients first. Whether clients are seeking retirement income and wealth transfer planning or aiming for a work optional lifestyle, the team at Companion Wealth Management is passionate about guiding professionals, business owners, families, and individuals towards their financial goals.
With a focus on professionalism and a comfortable setting, Companion Wealth Management values the trust of their clients and strives to be a knowledgeable and trustworthy companion on their financial journey. Clients can rest assured that they are in good hands with the experienced team at Companion Wealth Management.
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