• We provide our clients with the exact same advice and service we give to our families and closest friends.

• Managing your finances is a task we take very seriously, and we know what it means to you and your family

• Held to a Fiduciary Standard. Santa Monica Wealth is bound to the fiduciary standard established as part of the Investment Advisors Act of 1940. This requires us to put client interests above our own, act in the best interest of our clients, avoid conflicts of interests where possible, and disclose where these conflicts may exist.

• Investment mangement fee waiver. You ONLY pay us when your accounts are UP

• Monthly ongoing financial planning fee waiver. You pay us NOTHING if you don’t hear from us at least once-a-month

• Holistic approach with a personal focus

• Ongoing financial advice

• Focus on relationships

• Regular portfolio performance reporting

• No account or relationship minimums

• No sales

• Fee-Only financial planning

• 100% objective, independent, and unbiased advice

• 100% conflict free

• 100 % Transparent pricing. No hidden fees

• Investment advice you can understand

• Flexible hours that fit your busy schedule. We’re not like other financial planning and investment management firms who are available 9-5. Our hours of business are extended to hours that are suitable for you

• We are local and nationwide. We are proud to be based in Houston, TX where many of our clients also reside. With the convenience of the internet, we can also meet with and serve our clients who are living, working, and planning for their financial futures all over the country

• Monthly checkup via phone call, video conferencing, or one-on one meeting