HAVE QUESTIONS? WE'RE HERE TO HELP.
We are here to help and available for consultations over the phone, through video conference, or in person at one of our two branch locations in Southern California: one in San Diego and one in Brea.
HOW CAN WE HELP?
Thank you for your interest in speaking with one of our financial advisors! At California Wealth Transitions, we assist high net-worth individuals and their families with all aspects of their financial lives, including:
- Assisting women who have recently lost their spouse and are left with complicated estates, including multiple investment accounts, real estate properties, businesses, etc.
- Legacy/Estate Planning for women who are interested in the best way to pass on their financial legacy to future generations while minimizing taxation
- Cash Flow planning for women nearing retirement
- Entrepreneurs who need help planning the sale of their business, tax minimization, and cash flow planning in retirement
- Investment management for clients with over $1mm in investment accounts (IRA, Roth IRA, 401k, Trust, Individual/Joint Accounts)
- Customized tax planning for clients making over $500,000/yr
If you fall into one of these categories, odds are we can help improve your situation. We look forward to speaking with you.