TOP 10 High net worth real estate in California

Thompson Wealth Management is a leading financial institution located at 400 Corporate Pointe Walk in Culver City, California, United States. Specializing in wealth management, our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Thompson Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Bank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.

Bank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.

Merrill Lynch Private Wealth Advisor Philippe M Hartl, located at 2049 Century Park East in Los Angeles, California, is a prestigious finance institution dedicated to helping affluent families, individuals, and businesses manage their financial assets, risk, and legacy. With a focus on personalized service and trust-based relationships, their rigorously trained private wealth advisors offer industry-leading research and expert analysis to help clients stay ahead in an ever-changing market. With a commitment to making a real impact in the lives of their clients and communities, Merrill Private Wealth Management provides insights to keep priorities front and center. They offer specialized services tailored to meet the unique needs of each client, utilizing their in-depth knowledge and expertise to create strategies designed to help achieve financial goals.

Merrill Lynch Financial Advisor Patrick Cody, located at 2049 Century Park East in Los Angeles, California, has been assisting families for over 50 years in achieving their financial goals through personalized strategies and proactive service. Specializing in wealth planning for successful individuals, families, and charitable foundations, The Cody Group manages $1.86 billion in client assets with a focus on tax-efficient investing, wealth transfer planning, and concentrated equity strategies. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Barron's, Financial Times, and Forbes for their expertise, Merrill Lynch Financial Advisor Patrick Cody provides personalized financial planning tailored to each client's unique needs and goals. With a commitment to understanding clients on a personal level, the team offers a comprehensive approach to help clients navigate the ever-changing financial landscape and achieve their financial objectives.

Bank of America Private Client Advisor Alan Epperson, located at 500 Newport Center Drive in Newport Beach, California, is a finance institution that specializes in working with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. Senior Vice President Alan Epperson leads a team of seasoned professionals who provide services in private banking, investment management, lending, legacy planning, trust administration, real estate advisory, philanthropy, and other financial services. With over 30 years of experience, Alan Epperson and his team aim to create personalized strategies that meet the needs, goals, and best interests of their clients. Bank of America Private Bank has a history of over 200 years in helping clients manage significant wealth, offering personalized approaches and resources to achieve financial objectives. The institution values innovation and strives to help clients navigate evolving markets and financial complexities. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making any financial decisions.

Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Jerry L Clements - Private Wealth Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 4 Venture in Irvine, California, United States. With a focus on providing personalized wealth management services, Jerry L Clements helps clients achieve their financial goals through strategic planning and investment solutions. With years of experience in the industry, clients can trust in the expertise and dedication of Jerry L Clements and the team at Ameriprise Financial Services, LLC.

Liling Lee - UBS Financial Services Inc. is a reputable finance institution located at 20 Pacifica in Irvine, California, United States. Specializing in a wide range of financial services, including wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide tailored solutions to meet the unique needs of each individual client. Visit us today to learn more about how we can help you secure your financial future.

Shane Kochon is a financial advisor at Ameriprise Financial Services, LLC located at 500 La Terraza Boulevard in Escondido, California. Shane holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Shane specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in areas such as asset management, estate planning, investment strategies, risk management, and retirement planning, Shane is dedicated to helping clients achieve their financial goals. Contact Shane Kochon today for expert financial advice and personalized wealth management solutions.

Bank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

U.S. Bank - Private Wealth Advisor: Taylor Toledo is a premier financial institution located at 621 Capitol Mall in Sacramento, California. As a trusted financial advisor, Taylor Toledo provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, U.S. Bank - Private Wealth Advisor: Taylor Toledo is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Golden Wealth Capital is a finance institution located at 3626 Fair Oaks Boulevard in Sacramento, California. Specializing in guiding women and couples through their financial journey with full confidence, we help navigate change and make informed decisions that benefit long term goals. Whether it's retirement planning, family planning, or navigating through a divorce, we are here to support you every step of the way. As a client-focused institution, we are only compensated by the fees clients pay for services and not by commissions, kickbacks, or affiliates for recommending certain products. Let us set you up for long term sustainable success and financial security.

Western Wealth Management is a premier finance institution located at 815 University Avenue in Sacramento, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Western Wealth Management is here to provide expert guidance and support. Contact us today to learn how we can help you secure your financial future.

Kimberly Beatty - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1331 North California Boulevard in Walnut Creek, California, United States. As a dedicated financial advisor with RBC Wealth Management, Kimberly Beatty offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Kimberly Beatty is committed to helping clients navigate the complexities of investing and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kimberly Beatty - RBC Wealth Management Financial Advisor is here to help you every step of the way.

Merrill Lynch Financial Advisor Daniel T Walsh is a prestigious finance institution located at 3075A Hansen Way, Palo Alto, California, United States. The institution is known for its exemplary client service and has received recognition from various financial industry publications, including Forbes and Financial Times. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch, the team is comprised of talented and experienced individuals who are dedicated to providing top-notch financial advice. Merrill Lynch Financial Advisor Daniel T Walsh has been consistently ranked as one of the top wealth management teams and advisors, showcasing their expertise and commitment to their clients. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and it is recommended to consult with your legal and/or tax advisors before making any financial decisions.

Peak Capital Group, LLC is a prominent finance and real estate agency located at 22837 Ventura Boulevard in Los Angeles, California, United States. With a focus on providing top-notch financial services and real estate solutions, Peak Capital Group, LLC is dedicated to helping clients achieve their investment goals and secure their financial future. Whether you are looking to invest in real estate or need assistance with financial planning, Peak Capital Group, LLC is committed to delivering exceptional service and expertise to meet your needs.

Jim Bullard is a dedicated financial advisor at RBC Wealth Management, located at 9465 Wilshire Boulevard in Beverly Hills, California. With years of experience in the finance industry, Jim provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jim Bullard is committed to providing expert guidance and support every step of the way. Contact Jim Bullard at RBC Wealth Management today to start building a secure financial future.

Martin Wealth Management is a leading finance institution located at 4000 Barranca Parkway in Irvine, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to individuals, families, and businesses. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you grow and protect your wealth.

Allmon DiBernardo CPAs is a reputable institution located at 28633 South Western Avenue, Rancho Palos Verdes, California, United States. Specializing in accounting and finance, our team is dedicated to helping businesses of all stages reduce their tax bills and achieve growth. We understand the importance of careful tax planning in real estate investments and offer estate and tax planning services to preserve wealth for future generations. Our proactive approach to communication ensures that our clients are always informed and supported throughout the year. From tax preparation to estate planning coordination, we strive to make taxes less stressful for high net worth business owners, individuals, and entrepreneurs. Visit us at 1230 Rosecrans Avenue, Suite 102, Manhattan Beach, CA 90266 to learn more about how we can help your family reduce their lifetime tax bill.

Stees, Walker & Company LLP is a leading accounting and finance institution located at 16875 West Bernardo Drive in San Diego, California, United States. Our fiercely loyal experts are dedicated to your success, providing proactive services and personalized strategies to maximize your net profit after taxes. We specialize in simplifying the complicated tax code and organizing your finances to clear the path to your financial future. As your financial strategy advisor, business consultant, and personal sounding board, we go beyond number-crunching to ensure your financial success. Our five-step process is highly customizable and tailored to small-business owners, real estate investors, and high-net-worth individuals and families. We focus on increasing your net worth, protecting your assets, and minimizing your taxes, while also offering estate planning services to ensure a smooth transfer of wealth for generations to come. At SWC, our mission is to make your life better through tax planning, financial strategy advisory, and personalized services that empower you to live your best life. Join our community of entrepreneurs and high-net-worth individuals who trust us to provide answers to questions they didn't even know to ask. Download our free Small Business Guide to Reducing Your Tax Burden Legally and start planning for your financial future today.

Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP is a leading accounting and finance institution located at 1230 Rosecrans Avenue in Manhattan Beach, California, United States. Specializing in tax reduction and business growth strategies, our team of experts is dedicated to helping clients navigate the complexities of real estate investments and estate planning. From tax preparation and filing to proactive support throughout the year, we strive to minimize taxes and preserve wealth for future generations. Whether you are a high net worth business owner, individual, or entrepreneur, we are here to help you reduce your lifetime tax bill and achieve your financial goals. Contact us today to learn more about how we can support your family's financial success.

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 Zeallionaire Enterprises, Inc., your trusted partner in financial success. Conveniently located at 4401 West Slauson Avenue in the heart of View Park-Windsor Hills, California, we specialize in providing top-notch financial services tailored to meet the unique needs of our clients. Our dedicated team of experts is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Zeallionaire Enterprises, we prioritize your financial well-being and aim to empower you with the knowledge and tools necessary to achieve your financial goals. Visit us today and discover how we can help you embark on your journey to becoming a Zeallionaire.

Welcome to Luxe Places International Realty, your premier destination for luxury real estate services. Conveniently located at 39140 California 1, Gualala, California, our agency specializes in connecting discerning clients with exquisite estates both locally and around the globe. Whether you're searching for a breathtaking oceanfront property, a serene countryside retreat, or an opulent urban residence, our experienced team is dedicated to helping you find the perfect home that matches your lifestyle and aspirations. At Luxe Places International Realty, we pride ourselves on offering personalized service and unparalleled expertise in the luxury real estate market. Explore our curated collection of prestigious properties and let us guide you in making your real estate dreams a reality. Discover the world of luxury living with us today.

Welcome to Golden Gate Sotheby's International Realty, your premier real estate agency located in the picturesque coastal town of Stinson Beach, California. Nestled at 3605 Shoreline Highway, our office is ideally positioned to serve the vibrant Marin County community and beyond. As part of the prestigious Sotheby's International Realty network, we are committed to providing unparalleled service and expertise in the luxury real estate market. Whether you are looking to buy or sell a home, our team of experienced and dedicated real estate professionals is here to guide you every step of the way. We specialize in a wide range of properties, from stunning beachfront homes to serene countryside estates, ensuring that we meet the unique needs and aspirations of each of our clients.

Welcome to Lisa Brom, Sotheby's International Realty, your premier destination for luxury real estate services in Carmel-by-the-Sea, California. Located at 3775 Vía Nona Marie, our office is nestled in the heart of one of the most picturesque coastal towns in the United States. We specialize in providing bespoke real estate solutions, catering to discerning clients who seek exceptional homes and investment properties in Carmel and the surrounding areas. At Lisa Brom, Sotheby's International Realty, we pride ourselves on our commitment to excellence, personalized service, and an unparalleled understanding of the local market. Our team of experienced real estate professionals is dedicated to helping you find your dream home or ideal investment property, whether you are buying, selling, or investing.

Welcome to Anna Stephan | LIV Sotheby's International Realty, your premier real estate agency located in the heart of Ventura, California. Situated at 554 East Main Street, our office is dedicated to providing exceptional service and expertise to meet all your real estate needs. Whether you're buying, selling, or investing in properties, our team of experienced professionals is committed to delivering personalized solutions tailored to your unique goals. At Anna Stephan | LIV Sotheby's International Realty, we pride ourselves on our deep knowledge of the Ventura area and our ability to connect clients with their dream homes. Our affiliation with Sotheby's International Realty ensures we have access to a global network of resources and exclusive listings, offering you unparalleled opportunities in the real estate market.

Welcome to LIV Sotheby's International Realty, your premier real estate agency located at 554 East Main Street, Ventura, California. We pride ourselves on delivering exceptional service and unparalleled expertise in the vibrant Ventura real estate market. Our team of dedicated professionals is committed to guiding you through every step of your real estate journey, whether you're buying, selling, or investing. At LIV Sotheby's International Realty, we leverage our global network and local insights to provide you with the finest properties and the most comprehensive market analysis. Our affiliation with the prestigious Sotheby's International Realty brand ensures that you receive the highest level of service and access to exclusive opportunities.

Welcome to Beachline Property, your trusted real estate agency located at 1154 Brunswick Lane, Ventura, California. We specialize in properties across Santa Barbara, Ventura, and Montecito, offering unparalleled expertise and innovative solutions for both buyers and sellers. At Beachline Property, we understand that selling your home should yield the highest possible return. Unfortunately, many sellers are left with less than they deserve due to outdated marketing techniques. That's why we employ the revolutionary Maximum Value Home Selling System®. This advanced, proven method ensures your property reaches its Maximum Potential Price™, leveraging price elasticity, targeted persona marketing, and sophisticated appraisal methodologies.