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What We Are Passionate About

COMPREHENSIVE, TAILORED SERVICE

 As a trusted wealth advisory firm, we offer comprehensive and tailored services that encompass every aspect of financial success. Our team of seasoned professionals diligently provides expert advice on investing, tax optimization, estate planning, and insurance, ensuring that each client’s unique needs are met with precision and care.

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GOING THE EXTRA MILE

LA Wealth has an unwavering commitment to providing personalized solutions that go beyond the cookie-cutter approach offered by larger firms. We differentiate ourselves by deeply engaging with our clients and advisors, going the extra mile to understand their unique circumstances and aspirations.

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GRATITUDE & IMPACT

At LA Wealth, we are driven by gratitude and a genuine appreciation for life, and we strive to make a positive impact on our clients, our community, and the world around us. We believe that combining balanced financial planning with a balanced healthy lifestyle sets our clients on a path to holistic well-being and ultimate financial success.

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Our Solutions

  • INVESTMENT MANAGEMENT

    LA Wealth offers expertise in managing investment portfolios, including asset allocation, investment selection, and risk management, tailored to the family’s goals and risk tolerance.

  • FINANCIAL PLANNING

    LA Wealth assists in creating and implementing a comprehensive financial plan that encompasses wealth preservation, cash flow management, retirement planning, and education funding.

  • ESTATE PLANNING

    LA Wealth helps clients develop strategies to effectively transfer and protect their wealth for future generations, including wills, trusts, and charitable giving plans.

  • TAX PLANNING AND OPTIMIZATION

    LA Wealth provides guidance on tax-efficient strategies, helps with tax compliance, and seeks to minimize the family’s tax burden while maximizing after-tax returns.

  • PHILANTHROPY AND CHARITABLE GIVING

    LA Wealth assists in developing and implementing philanthropic strategies, including establishing charitable foundations or donor-advised funds, and managing charitable giving to align with the family’s values.

  • RISK MANAGEMENT AND INSURANCE

    LA Wealth assesses risks and advises on appropriate insurance coverage for personal assets, liability protection, and other risk mitigation strategies.

  • FAMILY GOVERNANCE AND SUCCESSION PLANNING

    LA Wealth facilitates discussions on family governance, succession planning, and wealth transfer, helping to preserve family harmony and legacy for future generations.

  • COORDINATION OF PROFESSIONALS

    LA Wealth acts as a central hub, coordinating and collaborating with other professionals such as attorneys, accountants, and investment managers to ensure seamless integration of various financial aspects.

  • REPORTING AND COMMUNICATIONS

    LA Wealth provides regular reporting on financial performance, as well as effective communication and collaboration with family members to keep them informed and engaged in the decision-making process.

    These services are tailored to meet the specific needs, goals, and values of each family, creating a holistic approach to wealth management and fostering long-term financial success.

Meet the Team

Alexander Leu

Alexander Leu

Founder and Senior Wealth Manager
Jaime Hefner, BCAA®

Jaime Hefner, BCAA®

Senior Wealth Manager
Vanessa Turner

Vanessa Turner

Director of Marketing
Cory Perrson

Cory Perrson

Director of Investments
Matt Merrill

Matt Merrill

Director of Operations

We prioritize proper risk management in financial planning and investments. Our portfolios are carefully constructed to include a diverse range of asset classes, blending them together to achieve balanced and predictable outcomes. Volatility management is customized to each client’s requirements and plays a pivotal role in achieving success in personal finance.

While we recognize that market timing is unreliable, we also believe that blind investing without considering the economy is unproductive. The economy serves as the foundation on which we manage your portfolio. Our portfolios are dynamic, allowing us to allocate resources in response to economic conditions and opportunities. While markets are efficient, we understand that not all investments can be replaced by passive index strategies, and active management can uncover real value.

We heed Baron Rothschild’s wisdom that “the time to buy is when there’s blood in the streets.” Recognizing that the S&P 500 experiences double-digit declines on average every 1.85 years, we respond to market movements with disciplined decision-making. By using data-driven insights to guide our buying decisions, we remove emotions from the equation and seize opportunities presented by market discounts.

We prioritize transparency and client-centric service by not having commissioned advisors. Our deep understanding of tax implications allows us to navigate the complexities effectively. While some may solely focus on index funds to minimize expenses, we justify costs based on the value provided. Our goal is to reduce the tax drag on your portfolio, ensuring that your investments are optimized for tax efficiency.

Our Philosophy

LA Wealth Advisors embraces an investment philosophy that combines a hands-on approach with a forward-thinking mindset. We understand that the modern marketplace requires adaptability to meet evolving needs and provide access to exclusive investment opportunities beyond traditional retail options. Our philosophy is centered around delivering genuine value by identifying and capitalizing on opportunities where they arise.

By adhering to these principles, we differentiate ourselves in the industry. Our investment philosophy encompasses active decision-making, diversification, responsiveness to market dynamics, and a keen focus on tax considerations. This empowers us to create portfolios that aim to deliver optimal results for our clients, setting us apart from others in the wealth management landscape.

Partners

LA Wealth Advisors is a DBA of the Turnkey Asset Management Platform Axxcess Wealth Management, which is a registered investment advisor with the SEC. Axxcess Wealth provides regulatory oversight, greater infrastructure and operational expertise.

Meet Our Founder

I was born in Bucharest Romania and emigrated to the US as young boy with my family. We settled in Crescenta-Canada Valley, and I never really left. Today my wife, Tara and our boys, Xander and Enzo live in La Crescenta only one mile away from my childhood home. My community, friends and family have always been most important in my life; and it is surreal to be in my childhood home town with my same friends, raising a family and running a successful wealth management practice within its borders.

I FEEL TRULY BLESSED.

I serve as the Founder and Senior Wealth Advisor of LA Wealth Advisors LLC. In my personal life, I am committed to building a practice on the values of honesty, trust, and dedication. I strive to maintain client-advisor relationships that consists of openness, trust, and mutual understanding. By carefully examining each client’s needs, goals, and expectations we are able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice and product implementation, each plan is customized, unique, and confidential for each client.

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Blog

December Market Insight

December 2, 2024/by [email protected]

November Market Insight

November 2, 2024/by [email protected]

LA Wealth Advisors Q3-2024 Newsletter

October 1, 2024/by [email protected]
Check out our Blog

We’d Love to Hear From You

  • CALL

    818-377-2502

  • OFFICE LOCATION

    680 East Colorado Blvd.

    STE. 180

    Pasadena, CA

    91101