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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.

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