Parallax Wealth Management is a boutique wealth management firm based in Irvine, CA, serving a diverse clientele including business owners, entertainment professionals, executives, retirees, and their families. With a focus on personal service and extensive financial experience, they take a comprehensive approach to financial planning, considering all aspects of their clients' financial picture. By identifying planning gaps and opportunities, they provide clients with the necessary information, advice, and alternatives to make informed decisions about their financial future.
As registered representatives of Lincoln Financial Advisors Corp., Parallax Wealth Management offers a range of services including investments, risk management, retirement planning, tax mitigation, estate planning, and business succession. They pride themselves on their process and approach to planning, which has been appreciated by their clients. If you are seeking personalized wealth management services, Parallax Wealth Management can provide you with a tailored financial strategy to meet your needs.
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