Total Wealth Services
About Us
Integrated Financial Strategy. Trusted Advisory. Lasting Impact.
At Total Wealth Services, our mission is simple: help clients make smarter financial decisions with clarity, strategy, and confidence. As a Registered Investment Advisory (RIA) firm, we offer personalized financial, retirement, and insurance planning grounded in a deep understanding of tax strategy and long-term wealth creation.
We were founded on the belief that financial planning should be more than piecemeal advice—it should be coordinated, proactive, and tailored to the entire financial picture. That’s why we work in partnership with our CPA firm, Total Wealth Group, to create solutions that are tax-optimized and future-focused.
What Makes Us Different?
- Fiduciary-First Approach: We put your interests above all else. No commissions. No sales pressure. Just sound, transparent advice.
- Tax-Integrated Planning: We coordinate directly with tax professionals to ensure your investment, retirement, and insurance strategies work in tandem to reduce tax exposure.
- Business Owner Focus: We specialize in working with entrepreneurs, real estate investors, and high-income professionals with complex financial needs.
- Holistic, Ongoing Advice: Your goals evolve—your plan should too. We provide continuous guidance, not just one-time recommendations.
Based in Westlake Village, Serving Clients Nationwide
Let’s build a strategy that aligns your financial goals with the bigger picture.
Contact Us
We would love to hear from you
Great things in business are never done alone.
They're done by a team of people.