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TOP 30 Balanced wealth planning in California
41 results found
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Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®
Diamond Oak Wealth Partners, led by Randi Bednarczyk, CFP®, ChFC®, is a sophisticated financial institution located in Walnut Creek, California. With a focus on individualized wealth management, our team of professionals provides carefully measured guidance to help clients make informed financial decisions. We offer comprehensive planning services that encompass all aspects of your financial life, personalized to address every detail. From alternative investments to traditional offerings, we provide a wide range of choices for your portfolio. Whether you are planning for retirement, building a legacy, or transitioning your business, we work closely with you to design and implement a plan that fits your unique goals. Our analytical capabilities help us manage market risk, identify opportunities, and build balanced portfolios tailored to your needs. With a deep understanding of your individual circumstances, we provide specialized knowledge to address your specific financial matters.
Owl and Ore Wealth Planning
Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
Diamond Oak Wealth Partners - James Bassett
Diamond Oak Wealth Partners - James Bassett is a finance institution located at 2333 San Ramon Valley Boulevard in San Ramon, California, United States. Specializing in sophisticated wealth management, they provide tailored financial advice and guidance to individuals who value careful consideration and informed decisions. Their team of professionals offers a comprehensive approach to financial planning, analyzing all aspects of a client's financial life to create personalized plans that address every detail. From alternative investments to traditional offerings, they provide a wide range of choices for building and managing portfolios.
Integral Wealth Management
Integral Wealth Management is a finance institution located at 605 East Main Street, Turlock, California, United States. Our team of advisors are experts in real-world portfolio management and comprehensive financial planning, holding top designations in the industry such as CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst. Clients, attorneys, and accountants commonly refer new clients to us, showcasing their trust and satisfaction in our services. We prioritize acting in the best interests of our clients and treat them like family. Our goal is to empower you by explaining financial topics in a way that is easy to understand. We strive to create a comfortable and enjoyable working relationship with our clients. Integral Wealth Management is known as an authority in wealth management in the Central Valley, providing industry-leading credentials with a focus on client-centered service in a family-oriented atmosphere. We work to balance risk and return potential to deliver a tailored portfolio of investments based on your comfort level. Our team listens to your vision for the future and provides steps to turn that vision into reality. We offer cost-effective retirement plans for small businesses to retain key employees and protect profits from taxes. With our wide range of experience, we can assist with advanced estate and tax strategies, large purchases or sales, and more.
Balanced Wealth Planning, Inc.
Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
Integrity Wealth Advisors
Integrity Wealth Advisors, located at 205 South Signal Street in Ojai, California, is a finance institution dedicated to helping individuals, families, and businesses grow, preserve, and distribute wealth. With a focus on managing global, multi-asset class investment portfolios, we strive to find the right balance between risk and return for our clients. Our commitment to integrity and accountability ensures that we always put our clients' best interests first. As an independent retirement plan advisor, we aim to provide our clients with less work, lower costs, and less fiduciary risk while remaining compliant and offering education for participants. We understand that your dreams are unique to you, and we are here to help you turn those dreams into reality. By creating a personalized plan that fits your current lifestyle, we can guide you down the right path towards financial success.
The Wealth Collective, LLC
The Wealth Collective, LLC, located at 360 East 2nd Street in Los Angeles, California, is a finance institution that provides fiduciary advice for lawyers, CPAs, business owners, executives, affluent retirees, and other valued clients across the United States. Specializing in high net-worth individuals with complex wealth management needs, The Wealth Collective offers customized planning services for professionals, business owners, pre-retirees/retirees, and executives with RSUs, ISOs or NSOs. They manage Cash Balance and other retirement plans, provide tax-management advice, asset protection strategies, insurance reviews, and other wealth management services. The institution works closely with CPAs, tax attorneys, and other professionals to ensure clients are well-served. Please note that The Wealth Collective, LLC does not provide accounting or legal advice, but may recommend the services of third-party professionals upon client request. As a Registered Investment Adviser, advisory services are only offered where properly licensed or exempt from licensure. Past performance is not indicative of future returns, and investing involves risk. No advice may be provided without a client service agreement in place.
Balancing Life Financial Planning
Balancing Life Financial Planning, located at 900 East Katella Avenue in Orange, California, is dedicated to making financial planning simple for every stage of your life and your family's lives. Our experienced team of financial guides will work with you to create a personalized financial plan tailored to your unique circumstances, goals, values, risk tolerance, and time frame. We offer two ongoing engagement service packages - Quick Start Wealth Management and Comprehensive Wealth Management, both of which include investment management. Our services include reviewing your goals and objectives to ensure you are on track, as well as providing proactive service to help you reach those goals.
Rodriquez Wealth Management
Rodriquez Wealth Management is a finance institution located at 4340 Von Karman Avenue in Newport Beach, California, United States. Our dedicated team offers a highly personalized approach to help you simplify the challenges associated with preserving, growing, and transitioning your wealth. We bring an experienced perspective to investment planning and prioritize your goals through our integrated wealth planning process. Our services include establishing proper asset allocation, addressing risk, and assessing estate and charitable planning strategies. We offer the balance of an independent boutique office backed by the resources of one of the largest US based financial institutions. Trust our team to share your vision, earn your trust, and work diligently to help you achieve your financial goals.
Capital Planning Advisors
Capital Planning Advisors is a finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Our focus is on wealth planning with integrity, clarity, and purpose. We take a relationship-driven approach to understanding the needs of our clients, including individuals, families, businesses, and institutional clients throughout northern California and beyond. Our team of experts works together to understand our clients' personal goals, financial circumstances, investment objectives, tax issues, and risk tolerance. We serve a limited number of clients to ensure each individual receives the attention and focus their situation demands.
Lyon Wealth Management
Lyon Wealth Management, located at 1550 Tiburon Boulevard in Tiburon, California, is a finance institution with over 40 years of experience in financial advising and investment management. Our team works to simplify complex financial issues and create personalized investment plans tailored to each client's individual needs, objectives, and risk tolerance. As fiduciary advisors, we are committed to acting in our clients' best interests and providing unbiased advice. Partnering with Hightower allows us to access quality investment solutions from top firms and service providers, offering competitive pricing and a diverse selection of products and services. We collaborate with clients to combine our expertise with their financial knowledge, ensuring a holistic approach to financial planning and management. Our goal is to help clients focus on what matters most by handling their financial needs with care and expertise.
Merrill Lynch Private Wealth Advisor Matt Brunwin
Merrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.
21 West Wealth Management LLC
21 West Wealth Management LLC, located at 2522 Chambers Road in Tustin, California, is a finance institution dedicated to helping clients build and preserve their wealth. As a true partner, we work with you to create a financial and investment plan that aligns with your goals and values. Our globally diversified investment portfolios are designed to balance risk and returns, ensuring a secure financial future for you and your loved ones. At 21 West Wealth Management, we prioritize transparency and always put your needs first. Our fee structure is simple and fair, with no hidden commissions or self-serving investments. We are committed to providing tailored guidance and support, helping you make informed decisions and navigate the complexities of personal finance.
Merrill Lynch Private Wealth Advisor Jeremy Kovacs
Merrill Lynch Private Wealth Advisor Jeremy Kovacs is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They offer industry-leading research and expert analysis to help clients stay ahead financially. Their team of private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs, creating a flexible roadmap that includes tax minimization strategies. They aim to help clients achieve their lifestyle goals through personalized strategies and a goals-based wealth management approach. Clients have access to services and resources typically reserved for large institutions, with a focus on delivering meaningful outcomes.
Balanced Wealth Management
Balanced Wealth Management is a leading finance institution located at 9 Orchard Road in Lake Forest, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
Health and Wealth Inc.
Health and Wealth Inc. is a finance institution located at 864 Grand Avenue in San Diego, California. Our mission is to help individuals achieve both financial prosperity and physical well-being. We offer a range of financial services such as investment advice, retirement planning, and wealth management. Additionally, we provide resources and support for maintaining a healthy lifestyle through wellness programs and fitness initiatives. Visit us today to start your journey towards a balanced life of health and wealth.
Birchwood Village Apartment Homes
Welcome to Birchwood Village Apartment Homes, located at 1717 East Birch Street in Brea, California. Our community offers thoughtfully designed one- and two-bedroom floor plans with modern amenities and newly renovated interiors. Enjoy a complete appliance package, custom cabinetry, and hardwood-style flooring for ultimate comfort and convenience. Indulge in our four pools, soothing spas, illuminated tennis court, and well-equipped fitness center to stay active and relaxed. Embrace the balance between nature and city life, with Brea offering a wealth of outdoor adventures and cultural discoveries.
Home Metropointe
Home Metropointe is a beautiful institution located at 11601 Firestone Boulevard in Norwalk, California. Nestled in the suburbs of Norwalk, this hidden gem is just minutes away from all the exciting destinations near downtown Los Angeles. Whether you're looking for a place to work, explore, or unwind, Norwalk Metropointe offers the perfect apartments for rent to enhance your vibrant southern California lifestyle. Choose from spacious one, two, or three bedroom homes at Norwalk Metropointe, where eye-catching granite countertops and stainless steel appliances await you in thoughtfully planned layouts with hardwood flooring. With walk-in closets and other attractive features available, daily life here is sure to be more relaxing and comfortable.
Wells Fargo Bank
Wells Fargo Bank is a reputable financial institution located at 3255 Jefferson Street in Napa, California. As a well-known bank, Wells Fargo offers a wide range of financial services, including personal and business banking, loans, investments, and insurance. With its convenient location and reliable ATM services, Wells Fargo is a trusted partner for all your financial needs in the Napa area.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located at 10924 Vulcan Street, South Gate, California, is an insurance agency that offers personalized financial planning services to help protect your family and achieve your goals. Our financial advisors understand your priorities and guide you through life's changes, offering a comprehensive plan that balances your current and future needs. With top ratings from major agencies and recognition for customer experience, we provide a range of financial options tailored to your goals. Whether you're planning for retirement, buying a home, or starting a family, our advisors will help you make the most of your resources. Through our commitment to diversity and inclusion, we create a culture of respect for employees, advisors, clients, and communities. Take the first step towards your financial goals by connecting with one of our advisors today.
Mullen & Henzell L.L.P.
Mullen & Henzell L.L.P. is a prestigious law firm located at 112 East Victoria Street in Santa Barbara, California, United States. Our Business and Real Estate Group specializes in a wide range of legal matters, from small business transactions to complex commercial real estate deals. Our litigation group assists clients in resolving disputes through court proceedings or arbitration. The Employment and Labor Group focuses on representing management in all aspects of the employer/employee relationship. With one of the oldest and largest estate planning and administration practices in Santa Barbara, our firm emphasizes personalized service to meet the individual needs of our clients. We offer exclusive career development opportunities for law school students and graduates through a partnership with the Scholarship Foundation of Santa Barbara.
Law Office of Bradley N. Etter, APC
The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.
F N R A
F N R A is a leading health institution located at 512 Rose Avenue in Los Angeles, California, United States. Our dedicated team of healthcare professionals is committed to providing top-quality care and services to our patients. With a focus on holistic wellness and personalized treatment plans, we strive to help individuals achieve their health goals and improve their overall well-being. Visit us today to experience the exceptional care and support that F N R A has to offer.
Polaris Greystone Financial Group, LLC
Located in San Rafael, California, Polaris Greystone Financial Group, LLC is a finance institution that offers a comprehensive suite of services for individuals and families with complex financial needs. As part of RWA Wealth Partners, they believe in the importance of enjoying life, pursuing goals, and experiencing well-being as the true symbols of wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, Polaris Greystone Financial Group provides institutional quality investment management, tax preparation, estate planning, and trust services all under one roof. They also offer personalized tax advice through RWA Tax Solutions, LLC, and legal services through their partnership with Hall & Diana LLC. With a focus on creating sustainable plans and mitigating risk, their experienced advisors can help clients navigate the complexities of managing and maximizing their wealth. Whether it's crafting a well-balanced portfolio, creating liquidity with stock grants, or introducing valuable business relationships, Polaris Greystone Financial Group aims to give clients the confidence to pursue their financial goals to the fullest. With a human-first approach to wealth management, they strive to bring clients and their families the financial future they aspire to.
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
Merrill Lynch Financial Advisor Christopher J. Hobbs
Merrill Lynch Financial Advisor Christopher J. Hobbs is a finance institution located at 7825 Fay Avenue in San Diego, California, United States. With over 30 years of experience in the financial services industry, Chris is dedicated to providing Premier Wealth Management services to families, businesses, and corporate executives. He helps clients develop personalized retirement plans and offers a wide range of services including investment management, tax strategies, estate planning, and more. Chris balances his career with volunteering in the community and enjoys activities such as mountain biking and skiing. With access to the global resources of Merrill and Bank of America, Chris works with clients to develop personalized financial approaches to help them achieve their goals. By focusing on building strong client relationships based on trust and personalized service, Chris aims to help clients navigate the complexities of their financial lives and pursue their desired retirement lifestyle.
Merrill Lynch Financial Advisor Donovan R. Filpi
Merrill Lynch Financial Advisor Donovan R. Filpi is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. As a Merrill advisor, Donovan provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on restoring faith in financial planning, Donovan aims to help clients navigate the volatile markets through a balance of risk management and portfolio allocation structure. With a background in psychology and business, Donovan has been in the financial services industry since 2005, joining Bank of America/Merrill in 2006. He is dedicated to providing a concierge-style wealth planning service, working closely with clients, attorneys, and tax advisors to address specific financial situations and estate planning issues.
Merrill Lynch Financial Advisor Rajiv Dadlani
Merrill Lynch Financial Advisor Rajiv Dadlani, located at 555 California Street, San Francisco, California, United States, is a finance institution that offers personalized financial advice and guidance to help individuals develop a customized financial strategy. Rajiv Dadlani, a Senior Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management, has over twenty years of experience in financial services. Rajiv specializes in advising individuals, entrepreneurs, executives, and their families on net worth management, capital growth, and preservation strategies. He works with clients to construct balance sheets tailored to their needs, utilizing a variety of investment options such as equities, bonds, ETFs, and alternative investments. Rajiv also provides advice on retirement plans for startup companies and assists clients with concentrated stock exposure.
Broadwing Capital Advisors
Broadwing Capital Advisors is a finance institution located at 101 Larkspur Landing Circle in Larkspur, California, United States. At Broadwing Capital Advisors, we believe in providing sound financial advice, unvarnished honesty, and long-term strategies to help our clients achieve their goals effectively. Led by Kelly D. Kane, CFP®, CHFC®, our mission is to help you realize your hopes and dreams by achieving the financial means to fulfill them. During our initial meeting, we take the time to learn about your past experiences, future aspirations, family dynamics, retirement goals, attitude towards money, financial understanding, and comfort level with uncertainty. We believe in the importance of time and patience, as well as a balance between pessimism and optimism.
Merrill Lynch Financial Advisor Ben Fort
Merrill Lynch Financial Advisor Ben Fort, located at 555 California Street in San Francisco, California, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized as one of Forbes "Best-in-State Wealth Advisors" from 2018 to 2023, Merrill Lynch Wealth Management is supported by a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Murphy-Fort Advisory Group, founded in 1999, caters to the sophisticated wealth management needs of affluent individuals, offering a personalized and intimate environment. With over $1.2B in client assets entrusted to them, advisors Greg Murphy and Ben Fort have the expertise to help clients simplify their financial lives and achieve their most cherished goals.
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