Alliance Consultative Process
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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
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.
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.
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.
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.