Holistic Asset Management Firm
  • Website: Asset Management Firm
  • Description:

    Most firms only focus on the tip of the iceberg, asset management. Our approach starts with establishing a client’s wealth plan, including asset allocation, income and estate tax minimization, insurance planning, and general financial oversight. Then, we build a road map and coordinate on the execution of virtually all facets of a client’s financial life.

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  • Address: 2121 Avenue of the Stars #2400, Los Angeles, CA, United States, 90067
  • Phone: (424) 281-3600