OUR SERVICES

Planning

While many firms deal only in certain types of investments or insurance products, California Wealth Advisors offers clients comprehensive financial planning. From life insurance to college tuition, retirement planning and complete estate plan formation, our team of financial professionals offers an extensive breadth of experience. As an added value, we also work with other local professionals, including accountants and estate planning attorneys. Thus, you have access to all-inclusive financial services with one simple call.

Investment

California Wealth Advisors is an independent firm, which allows us to access numerous companies within each asset class. We have no proprietary investments or products, and therefore we are able to use the companies that best suit our clients’ needs.

Individual Equities: Stocks, options
Fixed Income: Bonds, CDs
Funds: Mutual Funds, Exchange Traded Funds (ETFs), Closed-end Funds (CEFs)
Insurance: Term, Whole Life, Long-Term Care
Alternative Investments: REITs, Limited Partnerships

Accounts

Here are some of the types of accounts California Wealth Advisors offers. If you are interested in an account that is not listed below, please contact us for more specific details. With most account types, we offer check-writing privileges, a debit card and online access upon request.

Retail: Cash, margin
IRAs: Individual, Roth, Individual (k)
Corporate Retirement Plan: 401(k), 403(b), SIMPLE IRA, SEP IRA, Defined Benefit, Profit-sharing, Money purchase
Nonprofit
Trust Management
Third Party: Performance-based, separate account
529 College Savings