Hermosa Wealth Management

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2447 Pacific Coast Hwy Ste 100

Hermosa Beach, CA 90254

+1 (310) 870-8400

http://www.hermosabeachhomes.com

Hermosa Wealth Management, based in Hermosa Beach, CA, is an independent Registered Investment Advisory firm dedicated to providing comprehensive wealth management, investment management, and financial planning services for affluent clients. Acting as fiduciaries, they prioritize clients' best interests, navigating the full breadth of their financial lives through tailored strategies that encompass retirement, education, estate planning, and risk management.

With a focus on constructing individualized investment plans, Hermosa Wealth Management partners with high-net-worth individuals, families, and organizations to devise strategies that align with their unique goals and risk tolerances. Their integrated approach ensures ongoing support and guidance while helping clients build wealth and leave a meaningful legacy.

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Reviews

5.06 reviews

Jonny E.

11/5/2022

Hermosa Wealth has helped my wife and I manage our retirement accounts and analyze our company stock options. We are financial novices and the personal service we receive gives us the confidence...

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N G.

3/19/2024

The HWM team are extremely knowledgeable and professional they have provided much needed direction and advice regarding a variety of financial issues. I highly recommend them!

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William D.

8/19/2022

I had never done any investing beyond employer-based 401k, but when I had some extra money to invest I reached out to HWM for advice. I appreciated the amount of time it took to dig deep and to...

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Brigette G.

10/13/2021

The HWM team has been thoughtful and patient with all of my investment questions. The team is responsive as well. I feel they take the time to ensure they've got the right fit for my portfolio and...

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Keith J.

10/3/2021

The Hermosa Wealth Management team has the knowledge to make your portfolio grow. They are responsive and friendly and are attentive to my needs. They understand the ups and downs of the market...

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