Los Angeles, California

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 and Mariner brands. AdvicePeriod was acquired by Mariner in 2021.