LA Wealth Management is a Long Beach-based financial firm that offers personalized wealth management services. With an all-female team of advisors, they prioritize education-based and client-first approaches, aiming to build lasting relationships with their clients and their families. Their collaborative approach helps clients create plans for college funding, protection for loved ones, retirement planning, and leaving a lasting legacy.
Their investment philosophy focuses on long-term investing in the stock market, avoiding market timing and chasing returns. They emphasize the importance of diversification, taxes, and volatility in financial planning. LA Wealth Management is affiliated with GWN Securities, Inc., a registered investment advisor, and offers securities and advisory services through them.
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