CB Wealth Management Group

Alpha Wealth Management is an independent Registered Investment Advisor.We provide personalized financial advice to our clients. We do this by taking the time to get to know you, and understand your needs. Our priority is to listen to your concerns and get to know you and your family.Because we are independent, we are not tied to any family of funds or investment products. Our advisors do not take part in any sales contests or incentive trips. As fiduciaries, we are held to the highest standard of care, and are bound to do what is in the best interest of our clients at all times. We chose to be held to this standard by becoming a Registered Investment Advisor, and we wouldn't have it any other way.Call us today 951-765-1200

Jonathan & Associates, located in Palm Desert, CA, specializes in a wide range of financial services designed to help individuals and businesses secure their financial futures. Their offerings include personal financial planning, estate planning, business accounting, and various tax services, ensuring comprehensive support for their clients' needs. With a commitment to outstanding service and attention to detail, Jonathan & Associates provides valuable resources such as newsletters, financial calculators, and guides on tax strategies for both individuals and business owners. Their expertise extends to complex issues like IRS representation, bankruptcy, and forensic accounting, making them a trusted partner in financial management. Generated from the website