California Wealth Advisors
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alliance Consultative Process
- Tax Attorney
- Estate Planning Attorney
- Business Broker
- Actuarial for Defined Benefit Plan
- Real Estate Agent
- Divorce Attorney
Provide the Following Services
- Tax Planning
- Charitable Giving
- Estate Planning
- IRA Legacy Planning
Wealth Management Process
Our mission is to offer products and services to investment clientele using the highest standards of ethics. The California Wealth Advisors team continually educates themselves as they work to assist clients in accumulating, preserving, and passing on their wealth.
Investing involves risk and is subject to market fluctuations and market loss. Past performance is not indicative of future results.
Frequently Asked Questions
Q: Is there a minimum amount of money required to become a client?
A: There are no minimum requirements to become a client, regardless of income or wealth. We will work hard to find the investments that are the best fit for you.
Q: What are the costs to attend a financial seminar?
A: Our workshops and seminars are a free, no-obligation educational service provided for the community and our clients. They are also a great way for us to meet people in and around the community.
Q: What happens at a financial consultation?
A: Kelley will sit down with you and discuss your current financial situation and goals. Based upon this information, she and her team will advise you on the many options available to someone with your financial goals and status.
Q: Why should I choose California Wealth Advisors instead of another firm?
A: California Wealth Advisors is a small, independent firm. We pride ourselves on being able to offer our clients more of the attention they deserve as investors. Because we are independent, and not committed to any particular program, we are able to provide an extensive variety of investment platforms.