LJB Wealth Partners
Financial Services - N/A, , US
LJB Wealth Partners Employees
LJB Wealth Partners Details
LJB Wealth Partners is a boutique wealth management firm which provides sophisticated, customized investment advice and holistic financial planning to families and individuals that have over $250,000 in investable assets, with a view to preserving and growing their net worth, as well as ensuring that their estate is passed on to the next generation in a tax-efficient manner.Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. LJB and IFG are unaffiliated entities. Licensed in TX, LA, CA, AR, and AK.The information provided herein has been obtained from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
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