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Planning for Today, Tomorrow, and Beyond

Balance Through Life’s Transitions

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

YOUR EVERY MOVE IMPACTS YOUR FUTURE

Every one of us will experience significant life-changing events. While not every change is one we can prepare for, it’s how we respond that makes the difference. Before, during, and after a major life transition, your every move can alter the trajectory of your future. The decisions you make now are irreversible, and can have either long-term rewards or long-term consequences. Life is a moving target, and we want to help you stay on course even if a transition is an unexpected one. Our team is unlike any other wealth management firm; our transitions experts look at every vantage point of your circumstances. When you need reliable, concrete advice steeped in knowledge and expertise, not just another opinion, California Wealth Transitions is the partner for you. Your choices today are crucial for tomorrow’s success.

DIVORCE

Guidance to help you move forward.

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RETIREMENT

Maximize the results of your hard work.

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TRANSFER OF WEALTH

Pass your wealth to your spouse or the next generation.

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BUSINESS TRANSITIONS

Ensure you and your family reap the benefits of your business.

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Your Opportunity to Choose Well

We help affluent individuals and families from all backgrounds through life’s times of transition. Bottom line? We help our clients make financial decisions when life turns in a new direction, to set them up for a better future. How has life changed for you? No matter where you find yourself, this is your opportunity to rise up and choose well for this new season.

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