Los Angeles Wealth Management

Los Angeles, California

2029 Century Park E, Suite 400N
Los Angeles, CA 90067
Phone: 424.370.0158
Fax: 424.316.3263

Get in touch

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.

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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...

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Alexia Candelaria, CFP®

Lead Advisor

I am responsible for thinking strategically with our clients about their life plans and en...

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Kory Leadon, CFP®

Senior Lead Advisor

As a client service associate, my goal is to help make what are ordinarily complicated or ...

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Kristen Purnell

Growth and Operations Director

As the growth and operations associate for the Southwest region, I strive to create strong...

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Mackenzie McMillan

Senior Growth and Operations Associate

I am fortunate to work with a team that shares my excitement for collaborating with client...

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Max Gallagher, CFP®

Advisor

Talk to a Los Angeles financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "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