Financial Advisors
Venice, CA
Crafted Wealth Management is an independent financial advisory firm based in Venice, CA, specializing in personalized wealth management and financial planning services. The firm works with clients to build comprehensive financial strategies tailored to their individual goals and circumstances. Their consultant-led approach focuses on helping clients make informed decisions about investments, retirement planning, and long-term wealth building.
Ideal for: High-net-worth individuals, retirees planning long-term wealth strategies, business owners seeking investment guidance
Service area: Venice and surrounding Los Angeles area
Independent Advisory Firm: Operates as an independent consultant rather than part of a large corporate brokerage, allowing for personalized and objective financial guidance.
Comprehensive Planning Focus: Offers full-service wealth management and financial planning services designed to align with each client's unique financial goals and life situation.
Address: Grand Blvd, Venice, CA 90291
Phone: (414) 813-0770
Website: craftedwealthmanagement.com
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