Giving you financial confidence in an uncertain world

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We partner with you in your pursuit of financial and professional goals that are most important to you. We help you clarify your ideal future and help you progress toward that future. Our team provides a clear path to meeting your personal and financial objectives by identifying your key opportunities, uncovering potential dangers, and building on your enduring strengths.  We help you focus on your progress, which builds the confidence needed to take action in pursuit of your bigger future.

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2021 Five Star Wealth Manager Winner

2021 Five Star Wealth Manager

Andy Davies has been named a 2021 Five Star Wealth Manager. This award is an individual award presented annually in major markets. Five Star Professional conducts the program research and partners with city and regional magazines to present the Five Star Wealth Manager award in more than 45 markets in the United States.

Please click the link below to view more information about the award in Andy's bio.

*Five Star Wealth Manager 2021: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,574 Los Angeles-area wealth managers were considered for the award; 168 (5% of candidates) were named 2021 Five Star Wealth Managers .These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

<strong>EXIT PLANNING FOR BUSINESS OWNERS</strong>

EXIT PLANNING FOR BUSINESS OWNERS

Your business may be your most valuable asset. If you are unsure of how to begin exit planning, here are some important questions to consider:

  • How much is your business worth today, in cash?
  • If the unexpected happens, do you have a continuity plan for your business?
  • Have you taken steps to protect your family's wealth?

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One-Stop Shop for All Your Financial Needs

Creative Financial Stewardship combines objective analysis, creative strategies, and personal service. When that kind of wealth management and exit planning comes from one source, you can considerably simplify your financial life.

We can help you coordinate your business exit planning and wealth management with your estate and investment planning.

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