Our Advisory Firm
Wealth Planning and Management is a leading wealth management firm based in Woodland Hills, Ca. that offers unique programs and platforms for advisors to help clients remove financial uncertainty from their lives. We are passionate about making a difference in the lives of our clients by helping them steward their wealth and resources to provide comfort, stability and opportunities in their lives. We offer a collaborative, team-based environment where professionals can work together to serve their clients and grow their practice.
Our Financial Wellness Program™
The Financial Wellness Programs™ is a powerful process of collaboration between the client and our professional team. It utilizes a proprietary goal determination framework as the foundation for comprehensive financial planning, risk and wealth management planning. The advanced technology of our Wealth Management Platform™ and ongoing monitoring of clients affairs helps keep our clients informed, engaged and aligned with their core interests and empowers them to make wise financial decisions.
Our Wealth Maximization Program™
The Wealth Maximization Program™ is our unique process and philosphy of prudent wealth management . The program focuses on the core mandates of risk management and capital preservation. We actively separate the management of risk and returns and attempt to reduce the clients exposure to volatility by diversifying the clients wealth between market and non-market based investments. This approach of focusing on risk first and returns second can help clients weather volatile markets. We encourage you to find out more details under our unique programs.
Our Business Value Maximization Program™
The Business Value Maximization Program™ is a unique process for business owners which helps them maximize the value of their most important asset, their business! It sets the ground work for an operating model built on best practises and positions the business owner to take maximum advantage of the value they created either through passive ownership, a successful exit at a future point or a legacy transfer.
Join Our Team!
We are always looking for talented individuals who share our values to join our team. Our focus has always been to serve our clients First, Last and Always! This might sound cliche' but to us it is truly our passion. We know our success is ultimately built on this relationship so we always strive to be our client most trusted advisor! If you or someone you know has a similar passion then we encourage you to review the Prospective Advisors section of the website on the left side bar!