History
Winer Wealth Management, Inc. provides comprehensive wealth management and financial planning services to individuals and families in Los Angeles and throughout the United States. Our services include asset management, insurance, retirement and estate planning for individuals. We also provide investment management, insurance, employee benefit and retirement plan services for businesses. As as Registered Investment Adviser, we have a fiduciary obligation to place our clients' interests ahead of our own.
Specialties
Winer Wealth Management specializes in the design and implementation of customized financial strategies for successful individuals who value their time and require professional financial management to build and preserve their wealth. Many of our clients are in the entertainment industry. Our services include investment management, retirement planning, comprehensive tax, insurance, and estate planning, as well as education funding, generational wealth transfer and charitable planning advice. Recommendations are based solely on each client's specific needs, circumstances and goals. By taking responsibility for providing and/or supervising all aspects of our clients' financial planning needs, we are able to provide then with cost effective, hassle-free personal financial planning and wealth management.