Empowering you to achieve your financial freedom
Welcome to Irvine Wealth Management, your trusted partner in navigating and securing your financial future. We are a team of experienced professionals dedicated to providing comprehensive financial planning and investment solutions to individuals and families in the United States.
Our Mission
Our mission is to empower clients through personalized financial planning, informed investment strategies, and exceptional client service. We believe in a collaborative and transparent approach to wealth management, working alongside our clients to develop and implement customized plans that align with their unique goals and values.
Retirement Planning
- Comprehensive retirement plan analysis and optimization
- IRA rollovers and rollovers from other plans
- SEP IRAs and 401(k) planning
- Guidance on navigating government retirement programs like Social Security
Investment Management
- Customized portfolio construction based on individual risk tolerance and goals
- Access to a wide range of low-cost investments
- Regular portfolio reviews and adjustments
Insurance Planning
- Comprehensive review of existing insurance coverage
- Personalized recommendations for life insurance, disability income insurance, and long-term care insurance
- Assistance with understanding the importance of proper insurance protection for your financial security
Estate & Legacy Planning
- Development of a personalized estate plan including wills, trusts, and power of attorney
- Guidance on reducing estate taxes and preserving wealth for future generations
Why Choose Irvine Wealth Management?
- Experienced professionals: Our team is composed of highly qualified and experienced financial planners and investment advisors.
- Personalized approach: We take the time to understand your unique goals, values, and financial situation.
- Transparent communication: We believe in open and honest communication, providing regular updates and explanations throughout the process.
- Client-centered focus: Your success is our success. We are committed to working in your best interests and helping you achieve your financial dreams.
Let's Explore Your Financial Future Together
Contact us today to schedule a complimentary consultation and learn how Irvine Wealth Management can help you achieve your financial goals and secure your future.
Overview of Reviews
The reviews are overwhelmingly positive, with all reviewers giving a 5-star rating to Matthew Sassani, a financial advisor. The reviewers have been clients of Matthew for an average of 20 years and have nothing but praise for his guidance, advice, and attention to detail.
Experience and Expertise
Matthew is praised for his expertise and experience in guiding his clients through various financial situations, including retirement planning, investments, and estate planning. His clients appreciate his ability to explain complex financial concepts in a clear and concise manner.
Trust and Reliability
The reviewers trust Matthew implicitly, praising his honesty, integrity, and reliability. They appreciate his prompt responses to their queries and his ability to provide personalized advice and guidance.
Personal Touch
Many reviewers have developed a personal connection with Matthew over the years, praising his kindness, patience, and empathy. They appreciate his willingness to take the time to understand their individual needs and circumstances.
Recommendations
All reviewers highly recommend Matthew's services to anyone seeking financial guidance. They are confident that he will provide excellent advice and guidance to help his clients achieve their financial goals.
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