Windes Wealth Management

Windes Wealth Management

Financial-Services

Long Beach, Californ...
United States
Company Tagline

Our Vision Is To See Yours To Fruition

Industry Category
Financial-Services
Company Description

Windes Wealth Management is a leading financial services firm dedicated to helping high-net-worth individuals and affluent families realize their financial aspirations. Located in Long Beach, California, Windes Wealth Management offers comprehensive wealth management solutions tailored to each client's unique needs and vision.

At Windes Wealth Management, a team of experienced wealth advisors, legacy planners, and business strategists collaborates to develop personalized wealth management plans. Understanding your financial situation, goals, and values is paramount, ensuring the crafted plan aligns perfectly with your desired outcomes. Windes Wealth Management is committed to providing more than just financial services, focusing on your unique vision, the well-being of your loved ones, and the future you envision.

Windes Wealth Management's holistic wealth management strategies encompass all facets of your financial landscape, including income, expenses, debts, investments, and retirement goals. This comprehensive approach ensures the development of a plan that supports your financial vision and transforms lives. With its primary address in Long Beach, California, Windes Wealth Management is ready to assist you. We invite the manager of Windes Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

Key Personnel / Employees
David M. Choi AIF® CPFA Allison Rozell Mark Mitamura Whitney Massey AIF® CPFA C(k)P®

Compare Companies Side by Side

Compare Windes Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Windes Wealth Management
Windes Wealth Management
Main Company
Liberty Wealth Advisors®
Liberty Wealth Advis...
View Profile
Symphony Wealth Group
Symphony Wealth Grou...
View Profile
McAdam Financial
McAdam Financial
View Profile
Founded Year
1999 2008
Company Size
11-50 2-10 201-500
City
Long Beach, California Royal Oak, Michigan Plano, Texas Philadelphia, PA
Country
United States United States United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Wealth Management Financial Planning Retirement Planning Estate Planning Asset Allocation Investment Strategies Financial Services Asset Allocation Strategies Business Owner Planning Risk Management Strategies Estate & Legacy Planning
11 Total 3 Common 8 Unique
Match 27%
Common Skills:
Asset Allocation Financial Planning Wealth Management
Unique Skills:
College Education Planning DFA Exchange-Traded Funds (ETFs) Index Funds Index Investing Investment Management +2
5 Total 1 Common 4 Unique
Match 9%
Common Skills:
Financial Planning
Unique Skills:
Certified Divorce Financial Analyst Insurance Planning Investment Management Tax Planning
15 Total 2 Common 13 Unique
Match 18%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
401(K) Optimization Advisory Business Owner Services Charitable Giving College Savings Planning Divorce Financial Planning +7
4
Total Companies
1999
Oldest Founded
1
Countries
33
Unique Skills

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Alternative Company Names

This company is also known as

Windes Wealth Management 温德斯财富管理 विंडेस वेल्थ मैनेजमेंट وينديس لإدارة الثروات Windes Gestion de patrimoine Управление капиталом Windes Windes Gestão de Patrimônio