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TOP 30 Advanced investment planning in Santa Monica, CA
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Kaia
Kaia is a unique luxury apartment complex located in Lomita, California. With 220 residences spread across 5 stories, Kaia offers a life beyond the ordinary with its stunning architecture and top-notch amenities. The apartments feature open floor plans, marble-white and gray quartz countertops, wood-style plank floors, and stainless steel appliances. Residents can enjoy breathtaking views of the Palos Verdes Hills, Santa Monica and San Gabriel Mountains, and the downtown Los Angeles skyline. The community boasts social and wellness-centric amenities such as a Sky Lounge with panoramic views, a fully equipped Fitness Center with a sunlit Yoga studio and spin room, a Media Lounge, Golf Lounge, and pool deck with cabanas, fire pits, and grills. Additionally, Kaia offers lifestyle-enhancing resident services including a Business Lounge with a coffee bar, private offices, and conference rooms for remote work.
Adero Partners
Adero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.
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