TOP 10 Estate planning and advisory in Marina del Rey, California

Welcome to Levy | Lauter LLP - Your Trusted Tax and Accounting Partner Located in the heart of Marina del Rey, California, Levy | Lauter LLP is a premier tax and accounting firm dedicated to transforming financial uncertainty into confidence and success. Situated at 4640 Admiralty Way, our expert team is here to ensure your business runs like a well-oiled machine, so you can focus on what you do best—growing your business and your net worth.

Welcome to Arrowroot Family Office, where we empower families and entrepreneurs through comprehensive financial solutions. Located at 4553 Glencoe Avenue, Suite 200, in the heart of Marina del Rey, California, we are a multidisciplinary financial management organization dedicated to serving affluent families and entrepreneurs across generations. At Arrowroot Family Office, we pride ourselves on providing holistic wealth management services, regardless of the size of our clients' net worth. Our comprehensive financial planning includes investment management, retirement planning, tax planning, estate planning, and much more. We believe in a personalized approach, assigning an entire team to each client based on their unique financial planning needs and goals.