Fee-only. Fiduciary. Wealth Management.
Whittier Green Wealth Management is a fee-only wealth management firm serving business owners, executives, retirees and families in Los Angeles. We provide coordinated investment management and financial planning designed around each client’s circumstances, priorities and decisions.
As a California-registered investment adviser, Whittier Green brings together investments, cash flow, retirement planning, tax considerations, estate and insurance coordination, and business succession planning into one clear, actionable plan.
What does Whittier Green Wealth Management do?
Whittier Green Wealth Management provides integrated advice across four core areas: financial planning, investment management, business-owner planning and family-office support. The work is tailored to each client (not built around a standard set of dashboards) and is designed to connect business interests, investments, cash flow and family priorities, then carry decisions through implementation in coordination with the client’s outside tax, legal and insurance professionals.
What We Do
Integrated Wealth Management for Complex Financial Lives. Every relationship is built around your priorities, circumstances and the decisions in front of you. We coordinate planning, investments, business-owner needs and family-office support through one disciplined process.
Business Owner Planning
We help owners evaluate the financial decisions connecting their business, personal wealth and long-term goals.
Family Office Infrastructure
We help organize the information, responsibilities & professionals behind a complex financial life.
Investment Management
We build & manage portfolios around your goals, liquidity needs, risk tolerance and broader financial plan.
Planning Architecture
We organize your financial picture, identify priorities and create a clear plan for the work ahead.
Who We Work With
Integrated Wealth Management for Complex Financial Lives. Every relationship is built around your priorities, circumstances and the decisions in front of you. We coordinate planning, investments, business-owner needs and family-office support through one disciplined process.
Executives & Professionals
We help simplify decisions created by compensation, career & concentration
Equity compensation & concentration
Tax-aware wealth building
Retirement and liquidity planning
Multi-Generational Families
We help families organize priorities, responsibilities and long-term planning
Education, legacy priorities
Estate and tax coordination
Household and real estate oversight
Business Owners
We help connect the decisions affecting the business and the owner
Compensation & distributions
Concentration and diversification
Succession & potential exit planning
Ready to See Where Whittier Green May Be Helpful?
Schedule an introductory conversation to discuss the decisions in front of you and whether working together makes sense.