High Net Worth Wealth Management

 wealth management services

At Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP, we take a holistic approach to reducing taxes and managing wealth for business owners, high net worth individuals, and their families. We recognize that certain turning points in your life like the sale of a business or retirement, require careful planning to control tax exposure and protect wealth. We'll work with you to minimize taxes and achieve your financial ambitions while carefully preserving wealth for the next generation.

The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will reduce taxes and safeguard assets. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you have peace of mind knowing that your estate is protected.

Wealth Management for High Net Worth Individuals

Our Los Angeles CPA firm works with high net worth individuals including busy professionals and families with a large number of assets. Call us at 310-536-0200 to schedule a free free consultation today.