Family trust services in Santa Monica, California

Ocean Avenue Wealth Management is a prestigious finance institution located at 1431 Ocean Avenue in the vibrant city of Santa Monica, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Ocean Avenue Wealth Management to navigate the complexities of the financial world and help you secure a prosperous future.

Guttman Financial Planning is a trusted finance institution located at 1049 16th Street in Santa Monica, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Victus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Wilshire Associates, located at 1299 Ocean Avenue in Santa Monica, California, is a trusted partner for institutional investors, financial advisors, and intermediaries. With innovative investment solutions backed by both qualitative and quantitative insights, Wilshire offers advanced modeling tailored to individual needs. Specializing in optimizing investment portfolios, understanding risks, and maximizing value, Wilshire provides superior market knowledge to clients such as central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire Associates also offers bespoke advisory services and outsourced CIO solutions, as well as a range of financial products customized to meet specific goals. Clients can benefit from new strategies and opportunities, access quality portfolio models, and utilize tools and resources for more meaningful conversations and improved investment outcomes. Wilshire also assists clients in integrating environmental, social, and governance considerations into their investment strategies through advisory services, research, and financial solutions.

Quantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.

Merrill Lynch Wealth Management, located at 100 Wilshire Boulevard in Santa Monica, California, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional wealth planning advice by offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to meet their long-term objectives. The branch is also dedicated to giving back to the community through volunteerism and charitable outreach. With access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources, clients can trust Merrill Lynch to help them pursue their financial and life goals. Whether you are a seasoned financial advisor or looking to start a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. Investing with Merrill Lynch involves risks, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a wide range of brokerage, investment advisory, and other services available, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals.

Next-Gen Wealth Management at Morgan Stanley is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on innovation and cutting-edge technology, we provide top-tier financial services to individuals and families looking to secure their financial future. Trust Morgan Stanley for expert advice and guidance in navigating the complexities of the financial world.

Chris Bell Wealth Management is a renowned finance institution located at 11111 Santa Monica Boulevard in the bustling city of Los Angeles, California, United States. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Bell Wealth Management is committed to providing top-notch financial guidance and support. Visit us today to start your journey towards financial success.

The Alexander Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in the financial industry, this institution provides a wide range of services including wealth management, investment banking, and financial advisory. The team at The Alexander Group - Morgan Stanley is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Alexander Group - Morgan Stanley is committed to providing top-notch service and expertise.

Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.

Merrill Lynch Financial Advisor Blake Anthony is a finance institution located at 100 Wilshire Boulevard, Suite 300, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over the years. Through conversations, the team helps you identify and prioritize your most important goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. The institution uses the Investment Personality Assessment to understand your investing preferences and develop a personalized financial approach to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to create a plan to manage, grow, and preserve your wealth. The goal is to help you and your family pursue financial goals while managing investment risk. Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. The team at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory, and other services. Speak with your Merrill financial advisor to understand the differences between these services and determine the best approach for your financial needs.

Capital Intelligence Associates is a prestigious finance institution located at 1250 6th Street in Santa Monica, California, United States. With a team of experienced professionals, they provide expert financial advice and services to clients looking to grow and manage their wealth. Whether you are an individual investor or a corporate entity, Capital Intelligence Associates offers personalized solutions to help you achieve your financial goals. Trustworthy, reliable, and dedicated to excellence, this institution is committed to helping clients navigate the complexities of the financial world with confidence and success.

Jennifer Stewart - Morgan Stanley is a leading financial institution located at 100 Wilshire Boulevard in Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust in Jennifer Stewart - Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.

Harbor Road Capital Management LLC is a finance institution located at 2120 Wilshire Boulevard in Santa Monica, California, United States. Specializing in investment management, the team at Harbor Road Capital Management LLC is dedicated to providing expert financial guidance and services to help clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, Harbor Road Capital Management LLC is a trusted partner for individuals and businesses looking to grow and protect their wealth.

Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.

Merrill Lynch Financial Advisor Craig Vassell is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Craig has been with Merrill Lynch Wealth Management since 2015 and is dedicated to helping clients achieve their wealth management goals, whether they are professional, personal, or a combination of both. He focuses on creating customized strategies to help clients pursue both short- and long-term goals for themselves, their families, and their businesses. Craig aims to not only advise clients but also educate them on their financial lives, serving as a trusted resource in navigating the complex investment world. He works closely with each client to understand their unique situation, establish objectives, and develop and implement appropriate strategies based on their time horizon, risk tolerance, and investment personality. As a Senior Portfolio Advisor, Craig can manage custom investment strategies on a discretionary basis to help clients pursue their objectives. With Merrill Personal Wealth Analysis™, Craig can build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Craig ensures that their financial approach evolves with their changing needs over time. With a commitment to understanding each client personally, Craig helps design and implement personalized plans to help clients and their families pursue financial goals while managing investment risk. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will help them navigate the financial complexities of life and build a customized investment approach to address their needs and goals.

Roy E. Smith Plumbing Co Inc, located at 12320 Palms Boulevard in Los Angeles, California, is a trusted general contractor, home goods store, plumber, and store. Specializing in all types of plumbing services including industrial, commercial, residential, construction, and remodel, there is no job too small or too large for our experienced team. We are available for emergency services 24/7, with increased rates for after hours, holidays, and weekends. With over 70 years in the business, Roy E. Smith Plumbing Co Inc has been family owned and operated since 1948. Currently run by 2nd generation plumber Ken Smith, we pride ourselves on maintaining the hard working and honest values that the company was founded on. Our professional services include drain unclogging, water heater installation and repair, sewer services, gas line services, leak detection, and much more.

Blass Pool and Spa, located at 1438 16th Street in Santa Monica, California, is a family owned and operated business serving the greater Los Angeles area. Specializing in salt water pools, we offer services for residential and commercial properties, including pool/spa maintenance, fountains/water features, and pool upgrades. Our salt water systems provide a softer experience for your skin, eyes, and hair, and our ultra-energy efficient equipment ensures cost-effective operation. With a focus on quality and reliable service, we guarantee your complete satisfaction. Trust Blass Pool and Spa for all your pool needs.

Barbosa Plumbing & Sewer is a trusted plumber located at 13333 South Oleander Avenue, Compton, California, United States. When you need sewer services such as trenchless repair, cleanout installation, or drain clearing, give us a call. Our advanced hydro jetting equipment can clear clogged drains efficiently. We also offer video camera inspection to pinpoint plumbing issues. We specialize in replacing, installing, and servicing all types of water heaters, including tankless models for energy savings. Our expertise extends to gas line work, rough-in plumbing for construction, repipes, and more. As a family-owned business, we take pride in providing excellent service to our neighbors and community.

AcuraCounts, Inc. is a trusted institution located in Santa Monica, California, United States. With over 25 years of experience in Personal and Business Taxation, as well as expertise in estate planning and family trust establishment, we are dedicated to helping our clients secure their assets and optimize their financial success. Our team of experienced professionals provides step-by-step assistance in establishing family trusts, optimizing tax benefits, and offering strategic advice on tax deductions for businesses. We prioritize building strong relationships with our clients to ensure they reach their financial goals.

Welcome to OT by the Sea, your premier destination for comprehensive occupational therapy services for the entire family. Conveniently located at 1212 5th St Suite 1 577 in the heart of Santa Monica, CA, we are dedicated to promoting holistic wellness and independence for our clients. Our team of specialized occupational therapists provides personalized care in natural environments, addressing every aspect of life to help our clients achieve their goals and lead more fulfilling lives. At OT by the Sea, we understand that when a child thrives, the whole family benefits. Our expert therapists offer concierge services for infants and children, focusing on areas such as oral motor development, feeding difficulties, upper extremity weakness, core stability, sensory and emotional regulation, stress management, and more. We provide tailored support in both home and community settings, ensuring that each child receives the care they need to grow and succeed.

Welcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.

Welcome to Miriam Delosantos, your trusted partner in Integrative Women's Health, located at 138 West Main Street, Ventura, California. With a unique blend of traditional and modern medical expertise, PA Miriam Delosantos offers a comprehensive range of services tailored to women's health needs. Miriam began her medical journey with a master’s degree in Traditional Chinese Medicine from Emperor’s College in Santa Monica, CA, in 2007, focusing on acupuncture and herbology. Her dedication to holistic and integrative care inspired her to further her education with a master’s degree in Physician Assistant Studies from Pacific University in Portland, CA, in 2012. To specialize in women's health, she completed advanced training in obstetrics and gynecology through the Arrowhead/Riverside OB-GYN PA Fellowship in 2013.

Welcome to Moe John G MD, your trusted healthcare provider conveniently located at 501 East Hardy Street, Inglewood, California. As a dedicated medical practice, we specialize in offering comprehensive health services to meet the diverse needs of our community. At Moe John G MD, we believe in the power of personalized care. Our team is committed to delivering high-quality medical services with a focus on patient comfort and satisfaction. We understand that every individual is unique, and we tailor our approach to ensure the best possible outcomes for each of our patients.

Welcome to Storage Outlet, your premier self-storage solution located at 13401 South Western Avenue, Gardena, California 90249. Are your closets overflowing or is your garage too cluttered? Let Storage Outlet help you reclaim your space and maintain that California cool. Whether you're undertaking a home renovation, need to store seasonal gear, or require temporary storage during a move, Storage Outlet offers a variety of secure, clean, and affordable storage options right in the heart of Gardena. From compact lockers to spacious garages, we provide the perfect fit for your belongings, no matter the size.

Welcome to FlatRate Moving – Your Trusted Moving and Storage Solution in Pico Rivera, California! Located at 7959 Paramount Boulevard, Pico Rivera, CA 90660, FlatRate Moving is your premier choice for a hassle-free and efficient moving experience in Los Angeles and beyond. As a professional, all-inclusive flat rate moving company, we are dedicated to meeting all your relocation needs with precision and care.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to TRUJILLO & WINNICK, LLP, your trusted legal partners located in the heart of Santa Monica, California. Situated at 2919 Main Street, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. As experienced lawyers, we specialize in a diverse range of practice areas, ensuring comprehensive legal support whether you are facing personal, business, or complex legal challenges. At TRUJILLO & WINNICK, LLP, we pride ourselves on our commitment to excellence, integrity, and personalized service. Our team of skilled attorneys combines extensive knowledge with a client-focused approach, ensuring that you receive the highest quality legal representation. We understand the importance of navigating the legal landscape with precision and care, and we are here to guide you every step of the way.