Wealth Management is the service that seeks to enhance our clients financial position. Wealth Management is the ability to deliver a full range of advice, financial services and products to a Private Client in a consultative way. Small Business Owner Wealth Management may require working with a client's Accountant and Attorney to strategize and create a tax mitigation plan and possibly an exit strategy to prepare business owners for retirement or to transfer their business interests to buyers or family members.
I enjoy serving my Private Clients and helping them to pursue, manage, and preserve wealth, so we offer a Personal Financial, Retirement and Estate Plan at no additional cost to my Private Clients. It all starts with a Vision of your desired life style, then we create a Financial Plan to guide us towards your goals.
I offer fee-based investment management thru LPL Financial, the largest independent broker-dealer in the United States, as reported by Financial Planning magazine, June 1996-2016, based on total revenue. LPL Financial has more than 14,000 financial advisors. LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.
Please feel free to call David De La Rosa at 831-427-3040 or David.DeLaRosa@LPL.Com for a complimentary appointment to discuss your personal situation.