Financial Mastery Wealth Management is a Los Angeles-based wealth management and financial planning firm, dedicated to providing a superior level of service and expertise to high-net-worth individuals, families and businesses as they pursue their financial objectives, protect and grow their wealth.
With a firm focus on cultivating long-term relationships and personalized service, we are committed to remaining unbiased, uncompromising, independent and fee-only. (What's the difference between "fee-only" and "fee-based"? Read more here » )
Under a fiduciary duty, the firm must, at all times, put the needs of clients first. We do not sell products, nor take commissions of any kind; we only get paid by our clients. Our professional designations demand a rigorous standard of conduct including integrity, fairness, objectivity, professionalism, diligence and confidentiality.
High Net Worth people are worried – worried about losing their wealth, maintaining their lifestyle, and providing for their families. Tax-efficient investing and overall wealth management is another paramount concern. For many, achieving financial peace of mind is far more important than accumulating wealth.
As a high net-worth individual’s wealth manager I work with a team of professionals. At times when I may not be an expert in an area I call on my professional network to fully and effectively serve my clients. My team may be comprised of estate and trust attorneys, tax experts, accountants, insurance specialists, and so on as required, but I am the team leader / the ship's captain if you like, who brings it all together in close liaison with my client.
Wealth Management is more than just investment advice, it includes all aspects of a high net-worth individual's financial life. Under our Whole Client Model we gather the client's data, put their financial universe under a microscope and then make recommendations and suggest the best strategy to pursue. We call it holistic financial life planning and investment management.
The immediate benefit of a trusted and capable financial planner is the peace of mind that comes with knowing your finances are well managed, based on a professional financial planning process, and in accordance with your goals and objectives.
As an Accredited Wealth Management advisor I bring an extensive education and over 14 years of investment experience to my practice.
The firm’s mission is to help clients along the road to reaching their financial goals; to help them take care of themselves and their loved ones, simplify their financial life and reduce their "financial stress;" to help them accumulate, grow and preserve wealth, and increase their peace of mind.
Contact us and let's discuss your special situation. A free, no-obligation complimentary consultation is offered to all potential clients. We hope to work with you soon.
This website is for informational purposes only and is limited to the dissemination of general information on products and services , not for the rendering of personalized investment advice . This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold any security. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results. The value of your investments will fluctuate over time and you may gain or lose money. Investment strategies or asset allocations shown may not be suitable for you.