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PLANNING FOR ALL OF LIFE'S FINANCIAL TRANSITIONS - TODAY, TOMORROW, & BEYOND

WE'RE HERE TO HELP

CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.

We specialize in wealth planning for women facing financial transitions in life, whether it’s a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets, divorce, planning for retirement, seeking socially conscious investment opportunities, or more.

If you are selling your business, considering retirement, unsure about what to do with your employee stock options, or are in the midst of a divorce, we can help educate you on what moves you should be making now to set yourself up for success. Our wealth transition experts are ready to get to know you.

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How do I protect my assets in a divorce?
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Will I run out of money if I retire now?
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What steps should I be taking if I plan to sell my business?
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How should my 401(k) be invested?
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What’s my next step for retirement planning?
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I’m starting with a new company. What should I be sure to do?
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Do I have insurance coverage?
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What should I be doing with my stock options or Restricted Stock Units (RSUs)?
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How do I minimize taxes in retirement?
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When should I start collecting Social Security?

OUR TEAM HAS A REPORT CARD WORTH BRAGGING ABOUT

California Wealth Transitions was founded out of a passion for helping others through significant life changes like retirement, selling a business, planning for the transfer of wealth to the next generation, and individuals going through divorce. We are proud of our team and their accomplishments.
As transitions experts, our team goes far beyond the transactional side of financial planning. We serve people facing challenging transitions with the expertise and knowledge these complex matters require. Collectively, our team has more than 200 years of experience providing financial services and advice to clients like you.
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AVERAGE YEARS OF EXPERIENCE
$ 0 +
MILLION IN ASSETS UNDER MANAGEMENT
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ADVANCED DESIGNATIONS

HOW CAN WE HELP?

We would love to hear from you. Let us know how we can help.

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