Overview

Silicon Beach Wealth Management

Information by Research TrustFinance

https://sbwealth.com/

Silicon Beach Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in Southern California. The company provides comprehensive financial planning and investment management services tailored to the unique needs of individuals and families, particularly those in the technology and entertainment industries. As a fiduciary, the firm is legally obligated to act in its clients' best interests, focusing on objective advice to help them achieve long-term financial goals, including retirement, estate planning, and investment growth.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service