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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Specializing in all aspects of QuickBooks Training, Installation,Troubleshooting, and support. Full Charge Bookkeeping, Payroll and Sales Tax Services Financial Planning and Debt Consolidation Counseling Keep Your Stress Down and Your CPA Happy!
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Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
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David has a passion for helping retirement-focused financial professionals provide business owners with uniquely designed retirement plan solutions. Over the years he has consulted with businesses of all sizes and industries that required a special eye.
