Relentlessly focused on building and protecting your wealth
Integrated Wealth Management
Hermosa Inc. is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, financial planning services, and municipal bond investment strategy.
As a Registered Investment Advisor, Hermosa Inc. 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 Inc. offers financial advisory, wealth management, and financial planning services to affluent clients.
Wealth Management
At Hermosa, we will help you create and monitor a comprehensive financial plan.
Asset Management
Hermosa Inc. offers discretionary asset management services to advisory clients. We will 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
Hermosa provides comprehensive evaluations of investors’ current and future financial states by using variables to predict future cash flow, asset values, and withdrawal plans. We use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing comprehensive financial plans.