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
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Building Your Legacy
A four-step framework for building a personal legacy.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?