Wealth Management
Some of us have a more complicated situation than others.
As you attain wealth, you may notice that things become more complicated with tax issues, estate planning, investment choices, and needing advanced strategies. Whatever your goals may be, wealth management integrates all of our services and advanced strategies to help your family accomplish your goals.
Whether you are looking for a tax sensitive portfolio, where taxes are minimized, or perhaps you want to create a wealth transfer plan for the generations to come, we have specialists in Estate planning, and advanced strategies for clients with significant wealth.
If you’d like a consultation, please contact us today.
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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.
Contact Us
Lifestyle Financial
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.
