Broker Check

Choose a Relationship, Not a Transaction

We evaluate every potential client relationship based on the possible impact our services can have. If we are not a good fit, we’ll let you know. We don’t claim to be the financial firm for everyone; our advisors are specifically prepared to help individuals and families in some of life’s most confusing, complicated circumstances. We will take the time to dive deep with you, understanding your wishes, concerns, and goals. Every recommendation and every strategy is put forth with your best interests at the center.

No Longer Paralyzed by Indecision

Times of transition can bring about all kinds of reactions including joy, confusion, and maybe a sense of “I could use some professional help!” Not only are you faced with major financial decisions, you’re also dealing with the emotional aspect of going through change. For many finance professionals, the process of financial planning is transactional and impersonal. Our advisors care deeply about your overall sense of well being, and will do everything in our power to help you feel in control of your situation, looking to the future with a renewed sense of hope and confidence.

The transactional approach to financial planning simply will not suffice for complex transitions in your life. We provide a continuity of strategy and execution, to continuously monitor and adjust your financial affairs on an ongoing basis. It’s why we are adamant about working alongside other professionals in your life like your estate attorney, divorce attorney, or CPA. It enables our team to provide you with exceptional guidance based on the whole picture, not just one part.

Not in transition? Check out our sister firm, XY-Gen Financial, where we serve working professionals in their 30s and 40s.

Are your financial affairs becoming impossibly complicated, too much to manage on your own? Choose California Wealth Transitions and experience how we can make your life easier.