Wealth Management Services in Los Angeles, California
The wealth advisors in our Avenue of the Stars Los Angeles office specialize in working with ultra-high net worth clients, including those with family offices and business managers. They help these individuals and families with complex finances and taxes to create a coordinated financial plan that includes estate planning and tax strategy.
The advisors in the Los Angeles office work under the AdvicePeriod brand. AdvicePeriod was acquired by Mariner Wealth Advisors in 2021.