Many clients come to us for financial advice at a point of transition in their lives, such as selling a business, going through a divorce or receiving an inheritance. We meet you where you are in life, helping you develop solutions and providing a holistic perspective on your overall financial landscape. As a result, our clients have confidence that they are prepared for life’s opportunities and challenges.
At every step, we are supported by extensive resources and specialists, which provide access to solutions for estate planning, philanthropy, executive compensation, business ownership and more. We also partner with your other trusted professionals, such as your estate attorney and CPA, and we coordinate our efforts to provide you with a seamless wealth management experience.
Our team wants to prepare you for life’s opportunities and challenges with an investment plan designed specifically for you. Contact us today to learn more about how we can work together.
1999 Avenue of the Stars, Suite 2200
Los Angeles, CA 90067
Teresa Morris Fisher