Integrated Wealth Management

Hermosa Wealth Management is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, and financial planning services.

As a Registered Investment Advisor, Hermosa serves as a fiduciary to our clients. Importantly, we have a fundamental obligation to provide investment advice that acts in our clients’ best interests.

What We Do

Hermosa offers financial advisory, wealth management, and financial planning services to affluent clients.

Serving as your financial advisor, we are your co-pilot for all things financial, including retirement planning, educational planning, risk management, wealth management and investment management.

We serve as your sounding board for other critical areas of your entire financial life, not just stocks, bonds, ETFs, and “the market”. We will take inventory of your finances, keep a close eye on investment fees and charges, and develop a personalized and integrated wealth management plan to include estate planning, thoughtful tax strategies, debt management, and even behavioral coaching. We are here to keep you off the guardrails of personal finance and on the path of building wealth, to help create a legacy, and to apply your wealth towards the people and causes that are important to you. Please join us and see why Hermosa is different.

Wealth Management

Asset Management

Financial Planning

Wealth Management

At Hermosa, our relationship begins with listening, to better understand your needs, objectives, goals, and passions. With a full appreciation of your financial picture, we develop customized investment plans and ongoing management. We serve as a valued partner to individuals, entrepreneurs, families, and foundations, providing a tailored approach with global perspectives.

Asset Management

Hermosa offers asset management services to high net-worth individuals, multi-generational families, corporations, non-profit organizations and other advisory clients. As part of our service, we work with you to determine individual investment goals, time horizons, objectives, and risk tolerance. The firm provides investment strategies, investment selection, asset allocation, portfolio monitoring and management of clients’ overall investment programs.

Financial Planning

As a critical component of Hermosa’s Integrated Wealth Management, your financial advisor will prepare a unique financial plan for you to provide a roadmap for achieving your life’s financial goals. These analyses will provide a comprehensive evaluation of clients’ current and future financial states, a forecast of future cash flow, expected asset values, and potential withdrawal plans.

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