The Cody Group is a wealth management firm based in Century City, CA, specializing in personalized financial strategies and proactive service for over 50 years. With a focus on wealth planning for successful individuals, families, and charitable foundations, they oversee $1.86 billion in client assets, offering customized strategies that include tax-efficient investing, wealth transfer planning, and concentrated equity strategies.
Their philosophy centers around understanding clients and their priorities in order to provide a personalized plan rooted in the unique complexities of their lives. Through a comprehensive financial planning process, they collaborate with clients to gain a deep understanding of their goals, risk tolerance, and liquidity needs, creating a tailored plan to help them pursue their financial objectives.
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