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    LA Wealth Management

    5.0 (12 reviews)
    Open 9:00 am - 5:00 pm
    Updated 2 weeks ago

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    Services - LA Wealth Management

    Inheritance planning

    Insurance planning

    Investment management

    1 More Service

    Retirement planning

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    2 months ago

    LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly, helpful, and available when we need her.

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    3 months ago

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    7 months ago

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    Laurie A.

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    8 months ago

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    1 year ago

    Laurie is a pleasure to work with. I feel completely at ease concerning my investments. I only wish I had reached out to her much sooner!

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    Laurie A.

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    1 year ago

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    Review Highlights - LA Wealth Management

    Laurie guided me through the whole process, again meeting with me and explaining everything so thoroughly.

    Mentioned in 10 reviews

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    JWM CPA & Company

    JWM CPA & Company

    (21 reviews)

    I've been a client for over 20 years. John and the team have been amazing. The support and advice…read morehas really helped my business grow over the years. Keep up the great service.

    I had been using a "basic" cpa for many years who only charged a few hundred bucks for my tax…read morereturns. As my income has increased the past couple years, I decided to use a better CPA who can provide me with the proper advice to save on taxes. In early 2022, John filed my 2021 tax return. Basically, his office staff plug in the numbers in the computer off of the docs you provide. Then John and you will have a zoom meeting to go over the numbers to make sure they're all correct. During the meeting, I asked John what I can do to save on taxes. He said "the more taxes I pay the better, that means I am making more money." He also said that I could buy a business and if the business has a loss then I can deduct taxes. I thought to myself why would I go through the trouble to buy a business and lose money. At least that was my understanding of it. The tax filing fee was about $2000 which was fine. Now fast forward to 2023, after looking into more advanced tax strategies and paying another high level CPA $10,000 one year consultation fee ( not including filing) I realized that John failed to mention or explain to me how to take advantage of cost segregation and bonus depreciation to save me tons of money. I don't want to explain how to do it to you. But because of John, I lost $100K of tax savings and $200k opportunity cost. Now I am doing it this year, but we are in a much worse overall investment environment. We cannot get that opportunity back. Disclosure: there was nothing John could've done my 2021 tax return because it was 2022 when I met him. But if he gave me proper advice during the meeting, I could have done certain things in 2022 to save hundreds of thousands on taxes. Now I just need to find a corner to cry. John is not a bad CPA. By all means, you should try him. But I didn't like his mentality that the more taxes I pay the better. The wealthiest Americans pay 0 taxes. I pay hundreds of thousands of dollars a year. My conclusion is that John might be an amazing tax filer. But I need tax planning. And I don't feel that he specializes in real estate , I do real estate. Now I am with a CPA specialized in real estate. My advice is pay someone 10k or 20k tax advisory fee, you have saved hundreds of thousands of dollars. P.S.: , My rich friend who sold real estate this year has a $1 million dollar tax liability. Thank God he talked to me and I referred him to the proper people. He's going to save $1 million this year. Just to tell you, if you have a large tax burden, please find someone for tax planning not to just tax filing.

    New Wave Financial Services

    New Wave Financial Services

    (1 review)

    Greg is incredible to work with. He started his own business after working at a fancy wealth…read moremanagement shop working with very high net worth individuals, and now the rest of us are lucky to get access to him. He is very detail oriented and friendly during tax season and the rest of the year when we talk investments. Also very tech savvy which is a huge plus for me as I hate paper.

    From the owner: At New Wave, we are dedicated to helping you achieve long-term financial security through…read morepersonalized and comprehensive wealth management. Our approach combines financial planning, investment management, and tax planning and preparation to provide holistic solutions that not only grow your wealth but also minimize taxes and evolve with your unique goals. We specialize in working with professionals in the technology and entertainment industries, as well as entrepreneurs and content creators. Our team has extensive expertise in areas like equity compensation, stock options, and other complex financial instruments, ensuring that every facet of your financial life is considered. Whether you're navigating the nuances of equity compensation, preparing for a major brand partnership as a content creator, or planning for other life milestones, we offer tailored strategies designed to meet your specific needs. At New Wave, we’re committed to making sure your financial plan is as dynamic and adaptable as the industries you work in.

    LA Wealth Management - financialadvising - Updated May 2026

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