Los Angeles, California
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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 in 2021.