Financial Services - Long Beach, California, United States
Managing Your Wealth, Putting You FirstMA Wealth Management is an independent Family Office and Registered Investment Advisor that provides asset management and family office services for individuals and families with substantial assets. We offer an extensive platform of wealth management services, from investment policy design and estate planning, to philanthropic advising and lifestyle services. As our clients' personal chief financial officer, we help develop and implement a highly personalized strategic plan that integrates and coordinates the activities of other professional advisors to fulfill your financial goals.A trusted family advisor since 1956, our experience and expertise is available to help the highly affluent build a financial and family legacy for the future.