Tortuga Wealth Management

Who We Are

Tortuga Wealth Management is a woman-owned, local business founded on the principle of assisting our clients in every aspect of their financial lives. We provide a personally curated experience for our clients who require the expertise that Certified Financial Planners can provide. Furthermore, we have extensive training in business succession planning and estate planning that goes beyond the normal scope of the CFP certification.

Our Commitment

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working towards your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in pursuit of your dreams.

Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. We believe that this comprehensive understanding is the foundation upon which to build a solid financial plan. We take the time to educate our clients about their financial situation, empowering them to make informed decisions about their financial lives.

Services Offered

We specialize in working with business owners, philanthropic families, and values-based investors. Our services are designed to help our clients achieve their unique financial goals, which may include:

• Business Owners: We partner with business owners to maximize the growth of their companies, ensuring a smooth transition to the next generation.
• Philanthropic Families: We help philanthropic families and individuals make the most of their philanthropy, supporting their charitable goals.
• Values-Based Investors: We align investments with values, ensuring that our clients' investments reflect their personal values.

Education and Resources

We believe that education is key to making informed financial decisions. Our website offers a variety of resources, including:

• Financial Calculators: Tools to help you calculate your financial situation and make informed decisions.
• Market Research: Insights into the market and economy to help you stay informed.
• Glossary: Definitions of financial terms to help you better understand your financial situation.

About LPL Financial

We proudly partner with LPL Financial, a leading financial services company. As a registered investment advisor and separately managed entity, we are dedicated to providing superior service to our clients.

Contact Us

Office: (310) 935-0275

Fax: (310) 606-2084

1957 Carson Street, Suite 100, Torrance, CA 90501

info@tortugawealth.com