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Company Profile
| La Jolla Wealth Management, L.L.C., Phoenix, Arizona | |
| Updated: 06/2004 | |
DESCRIPTION: La Jolla Wealth Management, L.L.C. is recognized as being one of the first multi-disciplinary firms in the USA specializing in the coordination and integration of wealth accumulation and protection strategies for successful business owners and their families. We focus on providing custom and comprehensive fee-based planning to owners of privately held businesses, highly compensated executives, professionals, and affluent retirees. LJWM and its predecessor companies, has been coordinating and managing efforts of advisors for over four decades. LJWM utilizes its relationships with leading professionals to provide its clients with state of the art legal, tax, investment and risk management programs Our staff includes professionals from the following disciplines; CPAs, JDs, MBAs, ChFCs, and CFPs & Enrolled Actuaries. Our experience suggests that only through concentrated and coordinated efforts to integrate each advisor's recommendations will the clients' plan truly be maximized. | |
| MISSION: n/a | |
| GENERAL INFO | |
Year Established: Sector: Wealth Management Industry: Financial Services Employees: n/a Number of Jobs Listed: 0 (View All Active Jobs of La Jolla Wealth Management, L.L.C.) | |
| FINANCIAL INFO | |
Revenue: n/a | |
| Ownership: Private | |
| LOCATION | |
Headquarters: Phoenix,US-AZ Web Site:
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