Los Angeles Wealth Management
Los Angeles, California
2029 Century Park E, Suite 400N
Los Angeles, CA 90067
Our team of investment advisors and wealth managers in Los Angeles can build and execute a personalized financial plan designed for your big picture. This approach is ideal for developing creative strategies around complex finances and taxes.
Our fiduciary responsibility to individuals and families, along with our richer life approach, addresses all aspects of your financial picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth.
In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.
Meet your Los Angeles wealth management team
I am fortunate to work with a team of individuals that share my passion to provide sound a...View Profile
Alexia Candelaria, CFP®
I am responsible for thinking strategically with our clients about their life plans and en...View Profile
Kory Leadon, CFP®
As the Growth and Operations Director in our Southwest Region region I work with potential...View Profile
As the growth and operations associate for the Southwest region, I strive to create strong...View Profile
As the director of estate planning, I strive to help clients live a richer life by alignin...View Profile
Mary Louden, JD, LLM
I am fortunate to work with a team that shares my excitement for collaborating with client...View Profile
Max Gallagher, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...View Profile
Talk to a Los Angeles financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."– Dan S., Brighton Jones client