Welcome
Comprehensive Wealth Management focuses on investment management and helping clients know how to retire and when to retire. Our financial advisors help clients with financial planning, estate planning, and pension plan design. We are located in greater Los Angeles and have clients throughout Southern California, including Ventura, Los Angeles, Orange, San Diego, San Bernardino and Riverside Counties.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
We look forward to working with you and your family.
Helpful Content
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Rightsizing for Retirement
What does your home really cost?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement