Maximus

Bel Air Investment Advisors provides investment management and advisory services to wealthy individuals and families with $10 million or more in investable assets. Formed in 1997, the firm leverages the experience of professionals who have dedicated their careers to advising some of the wealthiest individuals, families, trusts and foundations in the United States. Located in Los Angeles, Bel Air has built its history and future by ensuring that clients benefit from wealth management expertise that reflects more than 175 years of combined experience. Bel Air enjoys the benefits of a focused, team-oriented organization with links to the resources of a large investment firm. In 2001, State Street Global Advisors, the investment management arm of State Street Corporation, purchased a majority interest in Bel Air Investment Advisors.

In an industry obsessed with numbers, we’re more interested in you. To us, your life is a story, not a spreadsheet. Which is why we begin with a discovery session that doesn’t end until your complete personal and financial picture comes into focus. Through our elegant, proprietary service model we map out your key concerns and address them in a holistic way, mindful of what’s best for you and your family. Creating a custom financial framework built on trust and long-term gain is more than smart planning, it’s our process.

Waypoint Private Wealth Management is a financial advisory firm located in Westlake Village, CA. They offer a range of services including investment planning, retirement planning, estate planning, and business services. With the backing of a well-known financial services company, their team of experts helps clients create personalized financial strategies to achieve their goals. Waypoint Private Wealth Management focuses on building a solid foundation for their clients' financial futures. They provide guidance and support every step of the way, helping clients pursue their investment goals and navigate the complexities of financial planning. With a commitment to success and a tailored approach, they strive to help clients achieve financial security and prosperity.Generated from the website