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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Glossary of Scam Terms
A helpful glossary of current scams.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?