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PERSONAL WEALTH MANAGEMENT
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There are seemingly endless possibilities to choose from and decisions to make when it comes to
personal finance. Get the guidance you need to make the best decisions.

  • Asset Protection
  • Legacy Planning
  • Tax Mitigation
  • Charitable Gifting


If you’re OK with giving your money away to Uncle Sam, stop reading. If you’d like to keep every cent to which you’re entitled and earn money on top of that money while safeguarding it, let’s talk.


Asset Protection
Keep your assets and the entities in your possession. We can help.

Legacy Planning
Create a definitive and exhaustive financial strategy for managing and distributing your wealth.

Tax Mitigation
Shelter your money with smart strategies that put your money toward your interests.

Charitable Gifting
Benefit others while benefiting your financial foundation.



Los Alamitos Office
4622 Katella Ave., Suite 202
Los Alamitos, CA 90720
(562) 296-8461 Phone
(562) 296-8464 Fax

Orange Office
631 E. Chapman Ave.
Orange, CA 92866
(714) 289-2123 Phone
(714) 289-0587 Fax

Norco Office
1791 Third Street
Norco, CA 92860
(909) 295-3107 Phone
(909) 614-7706 Fax

Beverly Hills Office
8383 Wilshire Blvd., Suite 600
Beverly Hills, CA 90211
(323) 965-6300 Phone