Investment Management Services locations near Thousand Oaks, CA

Showing 1–10 of 10 results

Sorensen Wealth Management

Investment Services

📍 4055 E Thousand Oaks Blvd Ste 200, Westlake Village, CA, 91362

📞 805-379-9870

Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals. As a family-oriented wealth management firm, we not only focus on investment planning, we also work with you to address your personal aspirations, clarify your future, establish your priorities, and reach your family milestones. Our philosophy is grounded in realizing the true purpose of wealth. We believe it’s more than just money – it is about what it allows you to accomplish. Founded in 1986 near Thousand Oaks, CA, we serve clients around California and beyond. Because we are independent and unbiased, we have ultimate flexibility to offer a wide-range of products and services with no conflict of interest or third-party money managers. We also work with an extensive network of attorneys, accountants and other professionals and are able to provide their expertise on your behalf. Our wealth managers have extensive experience in all facets of investing. They are skilled in new approaches to investing to provide the best risk-adjusted returns in a volatile market and protect your future purchasing power based on clearly-defined goals.

Geisbauer Wealth Management

Investment Services

📍 5743 Corsa Ave Ste 213, Westlake Village, CA, 91362

📞 805-558-8497

Know your risks. Know your opportunities. This is the foundation of smart financial planning. This is at the core of what we do at Geisbauer Wealth Management. For more than 10 years, Tim W. Geisbauer, MBA, CFP and his experienced staff have been helping people preserve and advance their wealth, even in uncertain times. Isn't it time you turn to a financial advisor who believes in building long and solid relationships that plan for every phase of your life? Whether you want to finance a child's education or get a handle on retirement plans, we can turn a vision into a clear path. Geisbauer Wealth Management is a premier wealth and investment management firm providing ethical financial planning, retirement planning, wealth management, asset management, tax planning, education planning, estate planning and more. Isn't time you found a financial planner who puts your interests first? You should expect your financial planning team to work hard for you, to hold its fiduciary responsibility sacrosanct, and make recommendations in your best interests. Tim W. Geisbauer is a registered principal with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. www.finra.org and www.sipc.org. For a list of states in which I am/we are registered to do business, please visit www.geisbauerwealth.com