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
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.