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
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Glossary of Scam Terms
A helpful glossary of current scams.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?