Exceeding Expectations, One Client at a Time.
Our Vision
At LA Wealth Management, we believe everyone deserves a personalized and holistic approach to wealth management. We take a collaborative and client-centered approach to empower you to reach your financial goals and achieve lasting financial security.
Our Team
Our team of experienced and passionate financial advisors is led by Laurie Allen, a Certified Financial Planner with over a decade of experience serving clients in the Los Angeles area. We are committed to building lasting relationships with our clients based on trust, open communication, and genuine care.
Our Approach
We understand that every individual's financial situation and goals are unique. That's why we take a personalized approach to understanding your needs and aspirations. We work with you to develop a customized financial plan that aligns with your individual goals and risk tolerance.
Our Services
- Wealth Planning: Goal-based planning for retirement, estate planning, and investment strategies.
- Investment Management: Tailored portfolio construction, asset allocation, and regular portfolio reviews.
- Retirement Planning: Maximize your potential for growth and preservation in your retirement accounts.
- Estate Planning: Create a comprehensive estate plan to protect your assets and loved ones.
- Tax Planning: Optimize your tax strategies to minimize your tax burden.
Our Philosophy
Our investment philosophy is built on three core principles:
- Long-Term Investing: We believe in the power of compound growth and advocate for a long-term investment approach for sustainable success.
- No Market Timing: We avoid the risky practice of market timing and focus on building a diversified portfolio that aligns with your individual goals and risk tolerance.
- Client-Focused: We prioritize open communication and transparency throughout the process, collaborating with our clients every step of the way.
Join Us on Your Financial Journey
If you're ready to take control of your financial future and work with a trusted advisor who genuinely cares about your success, contact us today to schedule a complimentary consultation.
Excellent Financial Guidance
The reviewers praise the exceptional financial guidance provided by the advisors at LA Wealth Management. Erica, Laurie, and Maria are commended for their expertise, patience, and dedication to their clients.
Personalized Service
The reviewers appreciate the personalized service they received, with advisors taking the time to explain complex financial concepts in a clear and concise manner. They feel comfortable and confident in their financial decisions, thanks to the guidance of their advisors.
Trust and Reliability
The reviewers trust and rely on their advisors to make informed decisions about their finances. They appreciate the proactive approach taken by the advisors, who prioritize their clients' needs and goals.
Professionalism and Kindness
The reviewers are impressed by the professionalism and kindness of the advisors, who are described as noble, patient, and genuinely interested in their clients' well-being.
Success Stories
The reviewers share their personal success stories, from achieving financial security to enjoying a comfortable retirement. They credit their advisors with helping them navigate the financial markets and making informed decisions about their investments.
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