Mariner

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Woodland Hills is here for you, serving Los Angeles and Ventura counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Mem Wealth Management Inc is a wealth management firm located in Woodland Hills, California. With a team of experienced wealth advisors, they offer comprehensive financial planning services to high net worth individuals, helping them protect and grow their wealth. Their expertise extends beyond investment portfolio management, as they also provide guidance in areas such as tax and estate planning, retirement planning, and business succession strategies. At Mem Wealth Management Inc, they believe in helping their clients not only build wealth but also enjoy the fruits of their success. Their team of specialists work together to oversee and connect all aspects of their clients' financial lives, ensuring that they are well-prepared for major taxable events and have a complete estate plan in place. With a focus on personalized service and a holistic approach to wealth management, they strive to help their clients achieve their financial goals and create a lasting legacy.Generated from the website