LA Wealth Management, Laurie Allen Certified Financial Planner CFP

Financial Advisor Manhattan Beach CA, Wealth Transfer Planning Manhattan Beach CA, Corporate Retirement Solutions Manhattan Beach CA

Salient Wealth Planning Group has been providing premier wealth planning and wealth management services for over 30 years. We are a thriving firm specializing in bringing creative customized design strategies in the areas of wealth creation and preservation, with an emphasis on tax efficiency and wealth transfer through multiple generations.

HistoryCaravela was founded in order to bring institutional investment services to everyone not just the mass affluent.SpecialtiesConsider rolling over a stale 401k or IRA to an affordable professionally managed solution. We all know that we should be saving for retirement, but how many of us really consider it a priority? Too many immediate needs often arise that postpone contributing to an appropriate investment plan. Caravela works with you to integrate your investment plan to run in the background of your life. The less impact the better. You determine with Caravela what your appropriate personal rate is, and contributions are made accordingly. With Integrated Investing you continue to do what you do while small amounts are allocated for investment in your future.