WE HELP WOMEN FACING MAJOR FINANCIAL TRANSITIONS
WE ARE WEALTH TRANSITION EXPERTS
WE WORK WITH WOMEN LIKE YOU EVERY DAY
WOMEN WHO HAVE LOST A SPOUSE
At California Wealth Transitions, we have extensive experience in assisting widows who have recently lost their spouse and are left with complicated estates, including multiple investment accounts, real estate properties, businesses, etc. Our wealth advisors are here to help you navigate the financial steps you need to take immediately after your loss as well as in the coming months and years. Learn more about how we can help during this difficult time.
WOMEN PLANNING FOR RETIREMENT
As with other transitions in life, the decisions you make for your retirement carry significant implications for your future. Our financial experts are ready to answer all your questions about retirement planning and have extensive experience helping clients who are just a few months away or within about a year of retirement. Learn how we can help you plan for retirement.
WOMEN MANAGING AN INHERITANCE
WOMEN PLANNING TO TRANSFER WEALTH
Whether or not you want to leave an inheritance to your children or grandchildren is a relatively simple decision to make; deciding how you’ll leave that inheritance is another matter entirely. Allow our team of legacy planning experts to help you leave them an inheritance that has been well planned and protected.
WOMEN SELLING A BUSINESS
Every decision about the sale of your business carries complex tax implications, and one wrong move could mean less in your pocket. Utilizing a specialized wealth advisor when you are looking to sell or transfer ownership of your business can help keep your best interests at the forefront, both before and after the sale of your business. Learn how we help women entrepreneurs preparing to sell a business.