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    • Home
    • What we do
    • The Client Experience
    • Meet Our Team
    • Contact US
    • Osaic Form CRS
  • Home
  • What we do
  • The Client Experience
  • Meet Our Team
  • Contact US
  • Osaic Form CRS

personal, efficient, and responsive

 When you join forces with Wealthify, immediately you start to experience the profound lift of what we call Total Wealth Management. You benefit from some of the most meticulous, liberating financial planning you can find. An investment strategy crafted by a team of seasoned investment advisors. And an invigorating level of detailed, day-to-day implementation. 

What Exactly we do

Business and Individual Retirement Plans

Institutional Quality Investment Management

Institutional Quality Investment Management

 

We work with some of the industry's most talented Third Party Administrators to help our clients maximize their tax saving opportunities.  We do so by designing advanced tax-advantaged retirement plans for their businesses. We also work with individuals to help them maximize tax saving opportunities with IRAs and other tax-advantaged inv

 

We work with some of the industry's most talented Third Party Administrators to help our clients maximize their tax saving opportunities.  We do so by designing advanced tax-advantaged retirement plans for their businesses. We also work with individuals to help them maximize tax saving opportunities with IRAs and other tax-advantaged investment vehicles. 

  • 401(k), Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Pension Plans
  • SIMPLE IRA
  • Individual 401(k) / Solo K
  • SEP IRA

Institutional Quality Investment Management

Institutional Quality Investment Management

Institutional Quality Investment Management

 

Every client gets institutional-grade investment management, masterminded by our research team.  From there, we strive to provide the most meticulous financial planning you can find, performed by your own dedicated advisors.  If and when  you need it, we also have access to tax advisors, estate planning attorneys, etc. 

  • Mutual Funds
  • Exchan

 

Every client gets institutional-grade investment management, masterminded by our research team.  From there, we strive to provide the most meticulous financial planning you can find, performed by your own dedicated advisors.  If and when  you need it, we also have access to tax advisors, estate planning attorneys, etc. 

  • Mutual Funds
  • Exchange Traded Funds
  • Individual Securities
  • Fixed Income Portfolios
  • Traditional IRAs, Roth IRAs

Comprehensive Personal Financial Planning

Institutional Quality Investment Management

Comprehensive Personal Financial Planning

 

Our clients benefit from working with a diverse team of advisors with accounting roots and institutional money management experience.  Each client's financial plan reflects the combined professional expertise of our CERTIFIED FINANCIAL PLANNER®, accountants, tax planners, and estate attorneys. 

  • Retirement Planning
  • College Planning
  • Estate Pl

 

Our clients benefit from working with a diverse team of advisors with accounting roots and institutional money management experience.  Each client's financial plan reflects the combined professional expertise of our CERTIFIED FINANCIAL PLANNER®, accountants, tax planners, and estate attorneys. 

  • Retirement Planning
  • College Planning
  • Estate Planning
  • Tax Optimization Analysis
  • Asset Protection Planning
  • Life Insurance Planning

Advanced Estate Planning

Institutional Quality Investment Management

Comprehensive Personal Financial Planning

 

No one can predict the future, but one thing is sure:  if we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult.  That's why we work with each client to make sure they have formalized estate plan documents in place.  

  • Family Living Trust
  • Will
  • Advanced Health Care Directive
  • Power of

 

No one can predict the future, but one thing is sure:  if we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult.  That's why we work with each client to make sure they have formalized estate plan documents in place.  

  • Family Living Trust
  • Will
  • Advanced Health Care Directive
  • Power of Attorney
  • Irrevocable Life Insurance Trusts
  • Charitable Giving Trusts

Contact Us

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Wealthify Partners

1930 Brea Canyon Road, Diamond Bar, California 91765, United States

TEL: 8885485891 Email: info@wealthifypartners.com

Copyright © 2023 Wealthify Partners - All Rights Reserved.


 Important Disclosure

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values.  Asset Allocation and Diversification does not guarantee profit nor is it guaranteed to protect assets.                                                          

Andrew Chou offers Securities and Advisory services through Osaic Wealth, Inc, Member FINRA and SIPC, a Registered Investment Advisor, .  This  message is intended for residents of the Unites States of America in certain states only.  Please check with us to make sure we are registered in your state.  Osaic Wealth, Inc. does not offer tax, estate, accounting or legal advice.   

Insurance services provided by Wealthify Partners are not affiliated with Osaic Wealth, Inc.  Registered Representative may only discuss and/or transact securities business with residents of the following states: CA, WA.


Effective June 6, 2016, FINRA Rule 2210 (Communications with the Public) requires a firm to include a readily apparent reference and hyperlink to BrokerCheck on the initial Web page that the firm intends to be viewed by retail investors, and any other Web page that includes a professional profile of one or more registered persons, who conduct business with retail investors. 

Click here to go to our page on BrokerCheck

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