We are proud to announce that Whitney Massey, AIF?, CPFA, C(k)P?, a Wealth Advisor at Windes Wealth Management, has been recognized as one of NAPA’s (National Association of Plan Advisors) 2025 Top Retirement Plan Advisors Under 40. This prestigious honor, selected from over 650 applications, highlights her exceptional expertise and dedication to serving clients. Congratulations, Whitney, on this outstanding achievement! #WindesWealthManagement #WealthAdvisory #Leadership #Excellence
Windes Wealth Management
金融服务
Long Beach，California 106 位关注者
Our Vision Is To See Yours To Fruition
关于我们
Welcome to Windes Wealth Management, a holistic wealth management firm that helps high-net-worth individuals and affluent families achieve their financial goals. We believe everyone deserves to have a financial advisor looking out for their best interests, and we are proud to be that advisor for our clients. Our team of experienced wealth advisors, legacy planners, and business strategists will work with you to develop a personalized wealth management plan that aligns with your unique needs and vision. We take the time to understand your financial situation, goals, and values, and then we craft a plan to help you achieve your desired outcome. At Windes Wealth Management, we believe in providing more than just financial services; we are dedicated to your unique vision, the well-being of your loved ones, and the path you envision for your future. Achieve Life’s Goals Through Holistic Wealth Management Our holistic wealth management strategies consider all aspects of your financial situation, including your income, expenses, debts, investments, and retirement goals. This allows us to develop a comprehensive plan that will help you achieve your financial vision and transform lives. With Windes Wealth Management, you gain… Expertise and Experience: Our team has the knowledge and experience to help you create and implement a financial plan that is tailored to your specific needs and goals. Comprehensive Financial Planning: We consider all aspects of your financial life, including your investments, tax strategy, and estate planning, when developing your plan. Peace of Mind: Knowing that a team of experienced professionals is handling your financial affairs can give you peace of mind, especially if you are a busy business owner or professional.
- 网站
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https://windeswealthmanagement.com/
Windes Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Long Beach，California
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Asset Allocation Strategies、Business Owner Planning、Estate and Legacy Planning、Retirement Planning和Risk Management Strategies
地点
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主要
获取路线
US，California，Long Beach
Windes Wealth Management员工
动态
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Not sure how to navigate the unpredictable shifts in the market? Volatility can be challenging, but with the right strategy, it can also create opportunities for growth. Learn more: https://hubs.li/Q02Yfh3x0 #WindesWealthManagement #FinancialPlanning #MarketVolatility
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You’ve sold your business—now what? With a sudden influx of cash, it’s time to think strategically about your next move. From wealth protection to new ventures, here’s how to navigate this new phase with confidence. Learn more: https://hubs.li/Q02RxtNh0 #OvistoWealthManagement #BusinessSale #FinancialPlanning
You've Sold Your Business: What's Next? | Ovisto Wealth Management
https://ovistowealthmanagement.com
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Are you prepared to sell your business but unsure of the next steps? Building a specialized team could be the key to a successful exit strategy. Discover why building your own "Dream Team" is crucial for a successful exit: https://lnkd.in/gt7mnyws #OvistoWealthManagement #ExitPlanning #BusinessStrategy
Selling Your Business: Why You Deserve a Dream Team | OVISTO
https://ovistowealthmanagement.com
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Ready to turn years of hard work into a rewarding exit? Master the art of selling your business with our essential tips on preparation, valuation, and negotiation. Learn more: https://hubs.li/Q02JrFhj0 #OvistoWealthManagement #BusinessSale #ExitStrategy
The Art of Successfully Selling Your Business - OVISTO WEALTH MANAGEMENT
https://ovistowealthmanagement.com
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Is your financial strategy truly integrated? At Ovisto? Wealth Management, we combine tax planning, estate management, and investment strategies to create a unified and comprehensive financial plan tailored for you. Learn more: https://hubs.li/Q02GPWNs0 #OvistoWealthManagement #Synergy #FinancialPlanning
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Don't let estate planning catch you off guard! Blended families face unique challenges, but smart strategies and open communication can help ensure your family’s future is harmonious and secure. Learn more: https://hubs.li/Q02DflMZ0 #OvistoWealthManagement #EstatePlanning #FinancialPlanning
Estate Planning for Blended Families
https://ovistowealthmanagement.com
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Are your kids ready for "The Talk"... about inheritance planning? Open, honest conversations can prevent future surprises and ensure your family's wealth brings you closer together. Learn more: https://hubs.li/Q02BpLqV0 #OvistoWealthManagement #InheritancePlanning #FinancialWealth
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The headlines are buzzing about inflation and deflation – let's demystify these concepts together and keep your portfolio on track. Learn more: https://hubs.li/Q02yHvzD0 #OvistoWealthManagement #WealthManagement #Inflation #Deflation
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Ovisto? Wealth Management proudly supports the Asian Business Association, Los Angeles 26th Annual Golf Tournament as an event sponsor. Proceeds from the fundraiser help support the ABA and its Foundation, and their efforts to provide educational and business training programs for the local Asian small business community. First picture (from left to right): William Hong, Ovisto? Wealth Management Wealth Advisor David M. Choi, AIF?, CPFA, Elay Sung, William Shin Second picture: Ovisto? Wealth Management Wealth Advisor David M. Choi, AIF?, CPFA #OvistoWealthManagement #AsianBusinessAssociation #Fundraiser
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