Santa Monica Wealth Management, LLC
Investment Bank/Securities Brokerage - N/A, N/A, us
Santa Monica Wealth Management, LLC Employees
Santa Monica Wealth Management, LLC Senior Management
Santa Monica Wealth Management, LLC Details
SANTA MONICA WEALTH MANAGEMENT, LLC is a limited liability company founded in 2018 as Texas Registered Investment Advisor firm. SMWM is a strictly fee-only financial planning and investment management firm. Santa Monica Wealth Management, does not sell annuities, life insurance, disability insurance, long-term care insurance, mutual funds, exchange traded funds (ETFs), limited partnerships, non-traded real estate investment trust (REITs), non-traded business development companies (BDCs), or any other commissioned products for commission-based compensation. We don't solicit or offer any proprietary funds. There are no sales quotas or production goals for Santa Monica Wealth Management. Our fiduciary responsibility is to provide clients with an advice that's in the best of their interests.SMWM is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from Custodians or broker/dealers based on Client security transactions. We hold ourselves to a fiduciary standard, which means SMWM and its associates will act in the utmost good faith and perform in a manner believed to be in the best interest of our Clients.We deliver unbiased, conflict-free advice because we are not owned by a large brokerage firm, insurance company, or public shareholders. We are independent, fee-only, and accountable exclusively to you, our client. Our investing success is not attributable to chasing last year's winners, or predicting what will be this year's best sector or hottest stock. Rather, we run a multi-asset strategy that takes advantage of diversification. How markets are going to behave is beyond our control; knowing how we are going to behave in any market environment is something that few people can claim. At Santa Monica Wealth Management, we take a great deal of pride in our ability to remain objective and flexible.
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