Ameriprise Financial Advisors - Itzen & Associates

Strategic Equity Group is a financial services firm based in Santa Ana, CA, specializing in investment management and wealth advisory services. With a focus on strategic planning and personalized solutions, the company assists clients in achieving their financial goals through a range of tailored investment strategies. Generated from their business information

Contact us at (877) 476-6216 in Newport Beach, FL, for wealth management assistance.

We invest in deeply discounted, value-added, and/or opportunistic real estate that provides significant asymmetry between downside risk and upside potential to protect and grow wealth. Its our passion to empower people to be secure, free, and generous. Our principals employ over 50 years of combined expertise in real estate, analysis, tax structuring, and wealth management to help investors experience this every day.