Financial focus for multi-tasking entrepreneurs
An entrepreneur

As an entrepreneur, you are probably too busy guiding your enterprise to devote enough time and attention to your own financial matters. We understand. It’s why we’ve developed the specialized experience to serve as your holistic wealth manager so you can continue uninterrupted with the important business matters at hand.

We’ll take the time to understand your business and your goals and help you address a wide variety of important needs, such as asset preservation, cash flow management, tax planning, estate planning, employee retention, insurance and financing.

As with most business owners and entrepreneurs, your personal wealth is probably intertwined with your company, and you need to have a solid exit plan in place for the eventual transfer of wealth to your personal and retirement accounts.

In addition to our team’s own experience and knowledge, we have access to the resources of Raymond James, one of the country’s leading independent financial services firms. You can enjoy the confidence of knowing you have a single, trusted source for all your financial advice.

BEVERLY HILLS: 9595 Wilshire Blvd., Suite 200 | Beverly Hills, CA 90212 | Phone: 310.285.4533 | Toll Free 855.608.7543 | Map and Directions
LOS ANGELES: 444 South Flower Street, Suite 3870 | Los Angeles, CA 90071 | Direct 310.285.4533 | Toll Free 855.608.7543 | Map and Directions