Mark Smith Financial Services is a Registered Investment Advisor firm offering "fee only" portfolio management, financial planning and third-party insurance consulting services.
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Capital Management Services, Inc. offers a full array of financial planning-related individual services and packages for individuals and families both. Being a true 'fiduciary', as we are, means that we put our clients' best interests above our own! We keep conflicts of interest out of the advice we provide. 'Fee-Only Wealth Management' means no commissions, no products, and no self-serving incentives to favor one mutual fund or annuity, for example, over another, in our recommendations to you. In addition to investment guidance, we also provide help with life insurance, long-term care insurance and annuities. We are contracted with many carriers across the world to help find the ones that are best-suited for your situation, your needs, your personal vision for your 'golden years.' We combine all aspects of your financial picture and allow them to work together to build a comprehensive plan, in order to help our clients fund a high quality of life in retirement. Wealth Management + Insurance + Social Security Strategies + Estate Planning + Tax Mitigation + Charitable Giving = Retirement. 401(k), Traditional IRA & Roth IRA Planning: Whether you're changing jobs, or just need some guidance with the 401(k) (or 403b or similar) at your current employer, we can help. We'll also assist in deciding which type of IRA account you need to set up, and how to help manage an existing IRA, too.
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Dukes Wealth Management Inc. is a registered branch office of Westpark Capital Inc., which is a full-service brokerage firm. As such, we offer a wide range of financial products and services to individuals and business owners. We believe you'll be better able to identify your goals and make sound decisions by our providing sound financial information. Dukes Wealth Management Inc., through Westpark Capital Inc, has access to a wide variety of financial service companies in order to try to find a good solution for you.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westlake Village, CA area, Scott Wilcox will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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