At California Wealth Advisors, we offer comprehensive planning as well as many different tools to help you and your family with your finances. Explore these pages to learn more!
Our Services
Comprehensive
- Budget Sheet
Take control of your budget! Fill out your budget using our easy online interface, or download a budget sheet here and do it manually.
- Asset Sheet
Placing all of your assets in a document can help you see where you stand at a glance—and see where you might want to make changes.
- Bucket List
It’s important to have goals in mind because that’s what money is for. Be brave about this step—what do you most want to do?
- Our Process
Our MAS proprietary process was developed with you in mind! We work with you closely every step of the way when it comes to developing your custom financial and retirement plan.
- Private Client Process
California Wealth Advisor’s Private Client Process focuses on four pillars of your Financial House and seeks to deliver on the increased demand for diverse planning needs.
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, Money Managers, SMA Accounts
Fixed Income: Bonds, CDs
Funds: Mutual Funds, Exchange Traded Funds (ETFs), Closed-end Funds (CEFs)
Insurance: Term, Whole Life, Long-Term Care, Medicare, Auto, Homeowners, Umbrella
Alternative Investments: REITs, Limited Partnerships, Private Placements
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
Retirement Accounts: IRA, Roth, Individual(k), 401(k), 403(b), 457, Pensions
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
