You expect the best.
We address the unique needs of people who have accumulated wealth and are looking to grow and protect it, while meeting their defined wealth goals and objectives.
Our tailored approach centers around giving personalized advice, support and expertise you deserve when working with a highly qualified wealth management team.
Your wealth is unique, so we offer custom pricing based on your needs, stage of life, and complexity. Schedule an appointment below for a custom quote.
A Private Wealth Experience Built for You
Your wealth plan is unique. Finwell's team will work with you to understand your life and legacy goals through a personal values based lens.
Once goals are established and thoroughly understood, Finwell's team will act as your architect and work with you to create pathways to reach your goals while incorporating tax strategies, estate planning techniques and family dynamics.
Once the right pathway is established, Finwell will collaborate with your tax professional, attorney and real estate professionals to implement your wealth plan.
Investment management is more than just returns. We focus on your total net worth, risk tolerance, risk exposure and tax consequences when managing your investment portfolio.
Our goal is to grow your wealth, provide necessary income, and transfer your wealth in the most efficient way by creating custom portfolios with individual stocks, bonds, ETF's, mutual funds, and advanced strategies when deemed necessary.
Our high touch policy keeps us connected to you in order to update your investment portfolio as needed.
Why Finwell Private Wealth?
Your dedicated advisor will get to know you personally, and will serve as your main point of contact.
We analyze your entire financial picture, not just the accounts we manage for you.
Our advisory team is highly credentialed and experienced, made up entirely of CFP® professionals.
Finwell is a fiduciary, meaning we are legally obligated to give you advice that is in your best interest.
Schedule an appointment here.
16030 Ventura Blvd #240
Encino, CA 91436
Other Locations Nationwide
Finwell, Inc. is an Investment Adviser registered with the State of California and North Carolina. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor. Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request. We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at email@example.com if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.