Watch this short video to see “Who we are” and “What we can do for you”.
As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners.
We are headquartered in beautiful Santa Monica, California and work with clients across the United States. James Frawley, our managing principal is located at our Santa Monica office, while Todd Clark is the managing principal for our Oklahoma City office.
As an independent firm, we have access to a wide and diverse range of financial strategies and services to help ensure that your wealth is strategically managed in line with your financial goals.
We hold ourselves accountable to our core principles, which we believe can help position you to appropriately invest and manage your wealth.
Custom Strategies and Personalized Advice from a Holistic Perspective.
We believe that your goals and dreams are the best place to begin the planning process and execute the steps necessary to properly manage your wealth, aligned with your values and objectives.