Satori Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in California. The firm operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They offer comprehensive financial planning, investment management, retirement planning, and wealth management services, focusing on creating customized, long-term financial strategies. The company emphasizes a collaborative approach to help clients achieve their financial goals and "financial enlightenment," which is the meaning of the Japanese word "Satori."

Founded in

United States