Our comprehensive life-centered financial planning is designed to give you a complete confidence and certainty that you are getting the most out of your life – not just financially but in every area important to you.
As a Registered Investment Advisor firm, we always act in a fiduciary capacity. As a result, you, our client, can rest assured that we are always putting your interest first. Additionally, as a private client wealth management firm, we focus on continually evaluating and planning for your ever evolving needs, through every stage of life.
We are committed to listening to you, assessing your goals and concerns, and developing a customized, clear, and actionable strategy to ensure all your assets are working to accomplish the goals you’ve set.
There is no greater freedom, and no greater wealth, than living the best life you can with the money you have.
Finally, we are committed to investing in technology that allows us to better execute our strategies while providing you detailed access to your accounts, important documents and financial plans at all times.
Santa Monica Wealth Management offers investors a new alternative to managing wealth by combining life financial planning and intentional accountable investing.
At the heart of client engagements is the firm’s Comprehensive Financial Planning process. Our Comprehensive Financial Planning approach is a wealth management structure aligning values, goals and resources with a systematic process to give you confidence in managing your financial life.
Our unique life-centered financial planning approach is a long-term approach intended to guide you each step of the way towards maximizing your Return on Life (ROL) and reaching your full potential. This approach is customized for your own unique situation according to your personal issues, insights, and goals.
Traditionally, personal financial goals have been focused around three key categories – save more, pay down or pay off debt, and spend less. We’ve shaken up this conventional wisdom. Our approach to money is very unique.
Money is not at the heart of our relationship
We help our clients take the opportunity to look beyond these goals and create a comprehensive approach that helps them think outside of the box. When financial planners come up with plans, they’re always about the money. What’s the magic number you need to save to retire? How much can you save for your kids’ college? What will a new house cost? Can you afford one or two vacations per year? How much can you budget monthly?
We don’t focus on a monetary number goal. We focus on how you want to spend your time for the rest of your life and then what you need to do to have enough money to ensure that you can spend your time in the way that you want. Living with a purpose for how you spend your time, minimizing time wasting, living in a fulfilled way will create much more happiness than mindlessly accumulating more money for the sake of hitting some target number.
Our Focus is on YOU, Not Just the Numbers
A number without a reason behind it is just a number, and when you hit that number, you’ll start to wonder if that number shouldn’t be more. You’ll continue on in your life and one day you’ll realize that you’ve wasted a lot of time that you can’t get back.
We change the way people think about money. Money is not an end; it’s a means to a meaning. When you see things differently, you’d be able to see Greater possibilities.