Why Lifestyle Financial for the Affluent Investor?
Bespoke. Discreet. Sophisticated.
Comprehensive Wealth Assessment
A thorough evaluation of your assets, liabilities, investments, and more, ensuring a complete understanding of your financial depth and aspirations.
Advanced Investment Strategies
Access to premium investment opportunities, including hedge funds, private equity, and exclusive real estate, art, and collectible investments.
Estate & Legacy Planning
Sophisticated strategies for estate structuring, ensuring seamless wealth transfer, inheritance management, and fulfillment of your lasting legacy.
Tax Optimization & Legal Coordination
Expert coordination with legal and tax professionals to create tax-efficient strategies that comply with international laws and regulations.
Philanthropic Portfolio Building
Crafting meaningful strategies for charitable giving and philanthropy, allowing you to make impactful contributions aligned with your personal values.
Risk Management & Asset Protection
Advanced solutions to mitigate risks and protect assets, utilizing trusts, insurance, and strategic planning to preserve your wealth’s integrity.
Initial Discretionary Consultation
An intimate understanding of your financial empire forms the foundation upon which we build your exclusive client profile and wealth management strategy.
Portfolio Design
Leveraging top-tier financial instruments and opportunities, we construct a robust portfolio that resonates with your financial stature and ambitions.
Continuous Wealth Monitoring
With a vigilant eye on global markets and trends, we continually refine your investments, ensuring they perform to your expectations and beyond.
Collaborative Multi-Advisor Sessions
When beneficial, we orchestrate consultations with a cadre of expert advisors from various financial disciplines, providing a 360-degree wealth management approach.
Legacy and Philanthropy Planning
Your financial narrative is more than numbers. We help script your legacy and philanthropic endeavors to ensure they carry forward your name and values.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Office: (800) 834-2250
Fax: 949-241-8569
200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.
Website developed & maintained by UpTree Group, LLC.
