Our Services
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At Strategic Wealth Management we pursue active money management and advanced tax planning strategies on behalf of our clients, because we believe that staying active is key to your financial success.
Strategic Wealth Management is a financial planning firm providing services targeted for high net worth investors, many of whom are successful business owners or highly compensated professionals, including physicians. For all new clients, we require a household minimum of $200,000 in investable assets.
 To best suit the needs of our clients, our services encompass wealth accumulation, investment management, annuity analysis and selection, tax reduction strategies, advanced estate planning, and conservatorship and trustee services. We assist business owners looking for strategies to offset large taxable liabilities. With a large client base in Southern California, we also advise many investors with substantial equity in real estate holdings, both residential and commercial, with a way to lock-in their appreciation and off-set capital gains with a package of non-correlated, diversified assets. |
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