L Squared Wealth Management LLC is an independent financial advisory firm based in Newport Beach, California. As a fee-only fiduciary, the company is legally and ethically bound to act in its clients' best interests, avoiding conflicts of interest associated with commission-based compensation. The firm specializes in creating personalized financial plans and managing investment portfolios for individuals, high-net-worth individuals, and families. Their services encompass retirement planning, investment management, tax strategies, and estate planning, with a mission to build, manage, and preserve the wealth of their clients through a disciplined and transparent approach.

Founded in

United States