CONNECT

Address:

2468 Tapo Canyon Road
Simi Valley, CA 93063

Phone:

(805) 306-7850

Fax/Other:

(805) 306-7851

OUR PROCESS


As your dedicated CPA firm, we are committed to you, your family and your future. That is why we provide tax-optimized private wealth management services to our most valued clients. As part of our specially selected Private Client Group, we offer more than traditional financial services providers. We offer trusted advice that covers your entire financial picture. Our comprehensive approach to wealth management focuses as much on tax planning as it does on providing quality, holistic wealth management strategies.
 
Most brokers and investment advisors are precluded from providing tax advice, even to their most important clients. When it comes to your Private Wealth Management plan, we are one important step ahead of your cunent advisor. We not only are familiar with your existing financial situation, but also have a comprehensive perspective on your current tax situation. We understand how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.
 
Through our comprehensive approach to Private Wealth Management, we provide unique, sophisticated financial solutions designed to address all areas of planning:
  • Investment
  • Estate
  • Tax
  • Insurance
  • Income Protection &  Asset Preservation
  • Special Situations
  • Retirement
  • Debt Management
  • Business
  • Education
Your financial future is important; contact us today to learn how we can help you create a more comprehensive wealth management plan.
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck