Wealth Management Simplified
Start your wealth management journey with us today.
We help you enjoy the journey as much as the destination. We've got your back.
-
Create
We provide the best financial advice to help you grow your wealth. If you are looking for a company that will put your needs first, look no further. Our goal is to be your most valuable financial partner. Weather your starting a new family, getting married, opening a new business, death or divorce we are here to help navigate the waters and hold your hand the whole way.
-
My
Your wealth is important to us! Its all about you and your finances. Our team of wealth advisors offers a unique approach to providing comprehensive wealth management services to individuals, families, and businesses. With our CPA and attorney partnerships along with our softwares we have access to, we are able to provide the highest quality of service available.
-
Wealth
We will assess your current financial situation, develop an optimized portfolio based on your future needs and work with you to develop a plan that will protect you from uncertainties, while giving you the opportunity for growth. We can grow all asset types including personal retirement accounts, your workplace 401k (employee) , group 401k plans for your business(employer) , pension plans, annuities and many more.
We Help You Identify Your Risk Tolerance
Our Risk Assessment is built to quantify your risk tolerance in less than 5 minutes.
Try now for free!
How We’re Different
At Create My Wealth we help you manage your money through professional guided investing.
We're Fiduciaries – For All.
$0 Account Minimums.
We will always act in your best interest, no matter what.
We don't earn any commissions or kickbacks on what you invest in. Instead, we build investment portfolios specifically suited to your personal financial situation, avoid high fee investment products, and provide prudent investment advice. And with $0 account minimums, now everyone has access to a fiduciary.
We're Independent.
Low Fees.
Our investment management fees start at less than 1% so more of your money can compound into significant wealth over time. We succeed when you succeed. We will never try to sell you proprietary investment products and we have one flat all-in fee for both investment management and financial planning services.
We’re Digital.
Our digital investment platform allows you to open and fund an account in minutes, invest in fractional shares with $0 commissions, and access your account anytime from your smartphone. Combining a digital investment platform with a human financial advisor gives you the best of both worlds.
Who We Serve
Whether you just entered the workforce or are on the verge of retirement, our solutions will give you peace of mind.
-
Young Professionals
It's never too early to begin saving and planning for your future. We'll work with you to build a foundation for financial success. Paying off student loans? Plan to buy a home? Starting a family? We can help.
-
Business Owners
Your business is part of your individual financial plan, and a key asset in your life. We'll help you save for your future by building an integrated financial strategy that includes specific retirement accounts like SEP IRAs, Solo 401(k)s, pension plans and more
-
Current and Future Retirees
Do you have enough money to retire now? We'll help answer this question and evaluate your personal situation to build a tailored portfolio that can secure your retirement and generate sustainable income.
Why hire a financial advisor?
Client Reviews
About
Create My Wealth is a registered investment advisory firm established in Los Angeles CA. We take tremendous pride in helping everyone reach their financial goals.The team is built around professionals in estate planning attorneys, financial planners, insurance advisors, stock brokers, and investment bankers.
At Create My Wealth, we are a team of young, motivated millennials who take pride in helping create financial freedom for all. With our vast knowledge and extensive experience as investment bankers we finally launched our own firm that align to our investment guidelines.
