Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing them. The fact is, the more wealth you have, the more time and knowledge it takes to manage it.
Benchmark Wealth Management was founded by 3 advisors with decades of experience in the financial services industry. Over the years we saw the industry shift its focus from the needs of clients to the profitability of the firm.
This shift has largely changed today’s role of the Financial Advisor from consultant to salesperson. Through prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of 12 Financial Advisors in 5 offices through Southern California with more than 250 years in collective experience in the industry.
Our process, the Benchmark Guidance Protocol, was deliberately designed to be personal, comprehensive and pragmatic in guiding our clients towards fulfillment and meaningful aspirations – to go well beyond goals and objectives.
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans