Hank S.
6/3/2011
After a combined 25 yrs at one of the large Wall St. investment firms, they launched their own wealth management firm in May, 2010. Slow and Steady wins the race, hence the name of the firm....
Tortuga Wealth Management
Closed
(3)
Photos
1957 W Carson St Ste 100
Torrance, CA 90501
History
Securities offered through LPL Financial, a Registered Investment Advisor, member SIPC. www.sipc.org. Investment advice offered through Tortuga Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Tortuga Wealth Management is registered to do business, please visit www.tortugawealth.com.
Specialties
Investment management, financial planning. estate planning, college planning, life insurance, income replacement, retirement
Also at this address
Reviews
5.03 reviews
Christine L.
6/10/2024
So happy to have Angela and Kevin on our team along with Christina keeping all of us up to date. Retirement has its own hurdles, but the Tortuga Wealth Management team is keeping us on track to...
Nicholas M.
6/6/2016
Kevin and Angela are a fantastic team. Considerate, down to earth, professional and result driven. They are great listeners, and try more to understand the overall picture and help the client,...
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