Who We are
At CA Wealth Management, we help you create a financial plan that is designed to build and protect your assets with one simple goal in mind –plan for tomorrow so you can live for today. We provide a clear road map to help you navigate all aspects of your financial life. And as fiduciaries, we make sure this advice is transparent and in your best interests at all times. Our job is to help you answer the one key question: “How can I provide the lifestyle I want and ensure that I don’t run out of money?”
Ever since our founding in 1998, we’ve focused on managing so much more than our clients’ money. We set out to help you build a well-designed financial life that has perspective and balance, and work hand-in-hand with you to tie together seemingly disconnected pieces and create a financial strategy that is sensible, smart and relevant. Like a blueprint for a new home, our goal is to build you a well-constructed financial plan that shows the steps you need to take to improve the probability of reaching your goals.
We give our clients clarity about their financial lives so they can feel confident. We’re a firm you can count on to take care of you, and we do what matters most to you and your family. Our goal is to empower you to enjoy life instead of worrying about it.
Wall Street is convoluted and confusing. That’s why we get rid of industry jargon and take the time to explain complex financial issues in simple terms that you and your family can easily understand. We act as your coach, guide, mentor and educator by helping you relate your life to money and make the sound financial decisions that get you to where you want to be. By laying the right foundation from the start, we help protect you by mitigating risk and preserving your hard-earned capital. Your financial goals are entirely within reach – and it’s our fiduciary responsibility to help get you there.
Taxes. Insurance. Estate planning. Stocks. Retirement…all of this must align to ensure you don’t outlive your money. When you work with CA Wealth Management, we coordinate with your CPA and estate planner to make sure all the pieces of your investment puzzle work in harmony – something not many advisors can say they actually do.
The Power of Partnerships
CA Wealth Management’s unique model is fueled by the power of our partnerships. We combine the benefits of a proprietary platforms with the benefits of an independent advisor to bring you the best of both worlds. Our personalized, one-on-one wealth advisory services and simple online tools help you manage your entire financial life in one consolidated and secure place.
As part of the New York Life family, we provide you access to countless resources but also the one-on-one and customized attention you deserve. With a 170-year history of offering true financial strength, stability and humanity, New York Life has earned the highest possible financial strength ratings currently awarded to any financial institution from all four of the major credit agencies.* This financial stability is something we find equally important to both us and our client base.
*A.M. Best (A++), Fitch Ratings (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). The financial strength of New York Life Insurance Company applies only to its insurance products and not to investment products, which are subject to market risk and fluctuation in value. Source: Individual third-party rating reports as of August 2016. Ratings pertain to both New York Life Insurance Company and New York Life Insurance and Annuity Corporation.