Midtown Wealth Advisors

Midtown Wealth Advisors is a dedicated independent financial planning firm based in Torrance, California, primarily serving the Japanese community in Los Angeles and New York. With a deep understanding of the unique needs and cultural nuances of our clients, we strive to provide comprehensive, goal-based financial solutions to families and businesses.

Our Philosophy

Our commitment to delivering exceptional service is rooted in our philosophy of good knowledge. We believe that informed decisions are the best decisions, which is why we take a holistic approach to financial planning. Our education-oriented approach empowers our clients with a clear understanding of the financial planning process, enabling them to make informed decisions that align with their goals.

Our Services

As a comprehensive financial planning firm, we offer a range of services designed to help our clients achieve their financial objectives. Our services include:

Estate Planning: We help our clients create a comprehensive estate plan that ensures the protection and distribution of their assets according to their wishes.

Retirement Planning: Our retirement planning services are tailored to help our clients prepare for a financially secure retirement, ensuring that they can maintain their desired lifestyle without worrying about the financial implications.

Social Security Analysis: We analyze our clients' Social Security benefits to ensure they receive the maximum possible benefits, eliminating any unnecessary delays or loss of benefits.

College Savings Planning: We help our clients create a college savings plan that takes advantage of tax benefits, scholarships, and other financial aid programs to fund their children's education.

Financial Aid Analysis: Our team analyzes financial aid eligibility and provides strategies to optimize financial aid awards, ensuring that our clients receive the maximum possible aid.

Corporate Retirement Plan Consulting: We work with businesses to establish and manage retirement plans that meet the unique needs of their employees.

At Midtown Wealth Advisors, our goal is to deliver personalized financial solutions that address the distinct needs and goals of our clients. With our experienced and knowledgeable team, we empower our clients with the confidence and peace of mind that comes with having a comprehensive financial plan in place.