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United States

Abacus Wealth Partners

Santa Monica, California

Insurance

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Wealth Management

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Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services.  Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.

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abacus wealth partners helps you make the best use of your financial resources, freeing your time to enjoy what matters most in life. we're committed to creating innovative financial plans that align your money with your values, making the world more prosperous, diverse, sustainable, inclusive, and kind.

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