California Wealth Transitions was founded in 2012 by Keith and Nicki Brandt. After nearly 30 years of working for a large financial services firm, Keith and Nicki created CWT in order to focus on what was most important to their clients.
In 2020, CWT merged with PSM Private Wealth Management, another firm with the same focused dedication to clients. The combined firm boasts a talented array of advisors and client service staff in two Southern California offices.
