Wealth management firms in Santa Monica, California

Tree of Life Law Firm, located at 2219 Main Street in Santa Monica, California, is a trusted institution specializing in estate planning and ensuring the protection of your family's future. Led by attorney Edmund Yan, the firm offers comprehensive services to create the most complete living trust, including power of attorney, advance healthcare directive, wills, property transfers, and more. With over 500 satisfied clients, Tree of Life Law Firm is dedicated to providing personalized and thoughtful estate planning solutions. As a client of Tree of Life Law Firm, you will receive various bonuses such as free annual reviews, mobile notary services, and secure online document storage. Attorney Edmund Yan's mission is to care for families with love and compassion, ensuring that your legacy is preserved for generations to come. Recognized as one of the top estate planning attorneys in California, Edmund Yan is committed to guiding you through the legal process with clear communication and expert advice.

Much Wealth Management, Inc. is a finance and insurance agency located at 2716 Ocean Park Boulevard in Santa Monica, California. Our team is dedicated to helping you create sound financial strategies for your future, including retirement planning. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy to help you reach your unique goals. Our Much Better Retirement plan will examine your current financial situation and determine your retirement needs. If you are unsure whether your current retirement plan aligns with your goals, we invite you to download our complimentary guide to learn more about the importance of a sound strategy. Additionally, you can attend one of our informational seminars to gain insights into retirement income strategies, wealth management, and more.

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.

Standish Management is a renowned accounting and finance institution located at 201 Santa Monica Boulevard in Santa Monica, California. With a strong reputation for excellence and expertise in financial management, Standish Management provides top-notch services to individuals and businesses alike. Their team of skilled professionals offers a wide range of accounting and financial services, ensuring that clients receive the personalized attention and guidance they need to achieve their financial goals. Whether you are looking for tax preparation, investment advice, or business consulting, Standish Management is dedicated to helping you succeed.

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.

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.

Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.

Lloyd Sax Management is a reputable accounting and finance institution located at 3021 Airport Avenue in Santa Monica, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise in accounting and finance allows us to provide tailored solutions to meet the unique needs of our clients. Whether you are looking for tax planning, investment advice, or financial consulting, Lloyd Sax Management is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Capital Peaks is a premier financial institution located at 12304 Santa Monica Boulevard in the bustling city of Los Angeles, California. As a leading provider of financial services, Capital Peaks offers a wide range of investment options, wealth management services, and financial planning solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Capital Peaks is dedicated to helping clients navigate the complex world of finance and build a secure financial future.

G. Katen & Partners is a prestigious law firm located in the heart of Beverly Hills, California. With a team of experienced attorneys and legal experts, we provide top-notch legal services to our clients in a wide range of practice areas. Whether you need assistance with business law, real estate transactions, or estate planning, our dedicated team is here to help. Conveniently located at 9903 North Santa Monica Boulevard, G. Katen & Partners is committed to providing personalized and effective legal solutions for all of our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Bank of America Financial Center located at 287 26th Street in Santa Monica, California, is a trusted banking institution offering a wide range of financial services to individuals and businesses. With a strong presence in the United States, Bank of America is known for its innovative banking solutions, personalized customer service, and commitment to helping clients achieve their financial goals. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the knowledgeable staff at this financial center are here to assist you every step of the way. Visit the Bank of America Financial Center today to experience the difference in banking.

Haleh Shekarchian is a prestigious law firm located in Beverly Hills, California, United States. Specializing in various areas of law, including family law, estate planning, and business law, the firm is known for its dedication to providing top-notch legal representation and personalized service to each client. With a team of experienced and skilled attorneys, Haleh Shekarchian is committed to achieving the best possible outcomes for their clients. Located at 9440 South Santa Monica Boulevard, the firm offers a convenient and easily accessible location for those seeking expert legal advice and assistance.

Kravis, Graham, & Zucker LLP is a prestigious law firm located at 401 Wilshire Boulevard in Santa Monica, California. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in the United States. From corporate law to estate planning, their expertise covers various areas of the law. Clients can expect personalized attention and top-notch representation from the professionals at Kravis, Graham, & Zucker LLP.

Hall Doyon Law Group, PC is a trusted institution located at 201 Santa Monica Boulevard in Santa Monica, California. Specializing in estate planning, estate tax law, asset protection, and estate settlement procedures, our team, led by experienced family trust attorney Jane Beaumont Hall, is dedicated to meeting the needs and goals of our Los Angeles client base. We offer a confidential and comfortable setting for discussing important issues concerning your family, business, and pets. Our 3-step representation process ensures that our clients receive personalized attention and expert guidance throughout the estate planning, trust administration, and probate processes. Whether you have simple questions or complex concerns, we are here to help simplify the estate planning process for you. Contact us today to schedule a consultation and take the first step towards securing your future.

Samp & Associates is a reputable law firm located in San Diego, California, offering a wide range of legal services to clients. Led by experienced attorney Skyler Samp, Esq., the firm provides personalized representation for various legal matters, including family law cases such as divorce, child custody, and prenuptial agreements. With over a decade of experience, Attorney Samp has successfully handled numerous cases for clients, ranging from corporate startups to multi-million dollar disputes involving Fortune 500 companies. At Samp & Associates, we believe in simplifying the legal process and providing cost-effective solutions for our clients. Whether you are in need of legal guidance for a personal or business matter, our team is dedicated to helping you navigate through the complexities of the legal system. We understand the importance of having a backup plan in place to protect your interests in the future, which is why we offer services such as drafting prenuptial and postnuptial agreements to safeguard your assets and rights.

Shoreline, A Law Corporation is a prestigious legal firm located at 1299 Ocean Avenue in Santa Monica, California. With a team of experienced attorneys specializing in various areas of law, including corporate, real estate, and family law, Shoreline is dedicated to providing top-notch legal services to clients in the Santa Monica area and beyond. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Shoreline, A Law Corporation is committed to helping you navigate the legal system with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Apex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.

SHERMAN IP LLP is a prestigious law firm located at 1519 26th Street, Santa Monica, California, United States. Specializing in intellectual property law, their team of attorneys are experts in patents, trademarks, copyrights, and trade secrets. With a wealth of legal experience, they handle complex legal controversies and business litigation proceedings with ease. Whether you need assistance with protecting your intellectual property, filing patents or trademarks, or navigating the global business landscape, SHERMAN IP LLP is here to serve as your legal umbrella. Clients have praised their attentive and knowledgeable attorneys, who provide insightful advice and options to help steer applications through the legal system. Trusted by corporations and entities worldwide, SHERMAN IP LLP is the go-to partner for aligning intellectual property strategies with business goals. Contact them at (424) 229-6800 or info@shermanip.com for all your legal counsel needs.

Angel Law is a prestigious legal institution located at 2601 Ocean Park Boulevard in Santa Monica, California, United States. Our team of dedicated and experienced attorneys specializes in a variety of legal areas, including personal injury, family law, business law, and more. With a strong commitment to providing expert legal representation and personalized service to our clients, Angel Law is a trusted name in the legal community. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Contact us today to schedule a consultation and see how Angel Law can assist you with your legal needs.

Donner Legal Services, A Prof. Law Corp. is a reputable institution located at 2020 Pico Boulevard in Santa Monica, California. Specializing in accounting, finance, and legal services, their team of experienced professionals provide expert guidance and support to clients in need of legal assistance. With a strong commitment to excellence and integrity, they strive to deliver personalized solutions tailored to meet the unique needs of each individual or business. Whether you are facing a complex legal issue or require financial advice, Donner Legal Services is dedicated to helping you navigate the legal landscape with confidence and peace of mind.

Vero Law Group is a prestigious law firm located at 225 Santa Monica Boulevard in Santa Monica, California. With a team of experienced and dedicated attorneys, we provide top-notch legal services to our clients in a variety of practice areas including business law, real estate law, and estate planning. Our commitment to excellence and personalized attention sets us apart from other law firms, making us the go-to choice for individuals and businesses in need of reliable legal representation. Contact us today to schedule a consultation and see how Vero Law Group can help you achieve your legal goals.

TFG Capital Partners is a reputable finance institution located at 1453 3rd Street Promenade in Santa Monica, California, United States. With a focus on providing strategic financial solutions for businesses and individuals, TFG Capital Partners is known for its expertise in investment management, mergers and acquisitions, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, acquire a new business, or secure funding for a project, TFG Capital Partners is the trusted partner you need.

Charles Schwab is a renowned finance institution located at 826 Wilshire Boulevard in Santa Monica, California, United States. Known for its exceptional financial services and investment options, Charles Schwab caters to a wide range of clients seeking expert advice and support in managing their finances. With a strong reputation for reliability and innovation, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future.

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.

Blue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.

Angeles Investment Advisors is a finance institution located at 429 Santa Monica Boulevard, Santa Monica, California, United States. Founded in 2001, Angeles is a multi-asset investment firm dedicated to providing sophisticated, customized, global investment solutions to institutional and private wealth clients. The institution prides itself on offering tailored solutions to meet the unique needs of each client, guided by a team of Investment Officers who serve as internal chief investment officers. Angeles believes in fostering strong client relationships based on respect, trust, integrity, and open communication. The institution offers total portfolio management and focused solutions to provide targeted exposure to overall portfolios. With a commitment to philanthropy and mission-aligned investing, Angeles aims to help clients achieve their financial goals and make a positive impact on society and the community.

Refresh Investments LLC is a finance institution located in Santa Monica, California, United States. We are a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA, serving clients throughout Southern California and the United States. Our clients come from diverse backgrounds and have unique stories, but they all share a desire to feel empowered and assured that their assets are strategically invested to achieve their life's ambitions. As fee-only fiduciary advisors, we provide solid financial advice without any product sales. Our mission is to transform your financial experience by aligning your values with the wealth you've built and supporting you in creating your best financial life. We begin by clarifying your vision of the future and retirement, building a tailored financial plan or investment strategy, and monitoring and updating it as needed. We invite you to become part of our engaging community and see if we're the right fit for you. Contact us at our Santa Monica or San Diego offices to see how we can help change your life.

Lineage Asset Advisors is a leading finance institution located at 1804 14th Street in Santa Monica, California, United States. Our team of experienced advisors specializes in providing personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Lineage Asset Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

Noir Financial is a leading accounting and finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation to investment management, our experts are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Located at 520 Broadway in Santa Monica, California, The Entrust Group is a leading finance institution that specializes in providing account administration services for self-directed retirement and tax-advantaged plans. With over 40 years of experience, Entrust offers individuals the ability to invest in alternative assets with their retirement funds, including assets that are typically unavailable through traditional banks and brokerage firms. Access the largest knowledge base for Self-Directed IRAs and expand your investor knowledge with articles, whitepapers, practical guides, and other educational resources. The Entrust Group allows investors to invest in any asset permitted by the IRS and will hold it for them.