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WE HELP WOMEN FACING MAJOR FINANCIAL TRANSITIONS

WE ARE WEALTH TRANSITION EXPERTS

At California Wealth Transitions, we specialize in helping women facing major financial transitions in life, whether it’s a change in income, 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’ve been burdened by the complexity of your circumstances, rest assured that our office is a place of understanding, compassion, and expert advice. You’ll find our advisors are invested in your wellbeing with a listening ear and unmatched expertise to help you put the pieces together to build a fantastic tomorrow.

HOW CAN WE HELP YOU?

LOSS OF A LOVED ONE

LOSS OF A LOVED ONE

Do you have questions about passing your wealth to the next generation? Allow our team of experts to help you put together a plan today to protect those you love and protect your assets for the next generation.

LEARN MORE ABOUT INHERITANCE

RETIREMENT

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.

LEARN MORE ABOUT PLANNING FOR RETIREMENT

DIVORCE SPECIALISTS

DIVORCE SPECIALISTS

No matter where you are in your divorce – if your final settlement hearing is this week or you’ve just filed the papers, our Certified Divorce Financial Analysts® are ready to help guide you.

HOW WE CAN HELP YOU THROUGH YOUR DIVORCE

SELLING A BUSINESS

SELLING A BUSINESS

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.

HOW WE HELP YOU PLAN TO SELL YOUR BUSINESS