Will I have to change my lifestyle?
How do I understand the complex assets that I’ve received in the settlement?
Who will be in my corner? I want my own experienced advisors.
Can you help me with a QDRO (Qualified Domestic Relations order)?
Los Angeles financial advisors helping divorced clients navigate their financial strategy.
No one expects to go through a divorce and it can be a time of great stress and uncertainty. We are here to help individuals transition to their new financial lives by helping to evaluate and advise individuals on their new financial situation.
We can help assist individuals that want to make a break from a current advisor because of potential conflicts of interest from a former spouse. We also can assist individuals that have not managed the household assets previously, and need a trusted advisor to help provide guidance and direction.
Bob and Andrew will listen to your needs and partner with you to develop reasonable objectives. We will discuss investment philosophy and incorporate your holistic objectives into your new personalized strategy.
Experience the benefits of comprehensive wealth management.