Winer Wealth Management, Inc. (Los Angeles Financial Planner and Financial Advisor)

My name is Rich Winer. As president and CEO of Winer Wealth Management, Inc., I oversee the financial affairs for a select group of individuals and families in Los Angeles and throughout the United States. My clients include actors, composers, producers, directors, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. I offer innovative and effective financial strategies you won't find anywhere else. Each is designed to help you grow your wealth in a volatile, uncertain economy, minimize taxes and ensure your life-long comfort, security and independence.

My investment strategies emphasize my belief in the necessity of risk management, that the key to long-term investment success is placing greater emphasis on minimizing losses in declining markets than on trying to maximize returns in rising markets. While striving to provide you the best possible returns and help you meet your financial goals my primary concern will always be to protect and preserve your principal. My Advance and Protect Investment Strategy was developed to help you capture growth in rising markets and protect your principal during market declines. I can also show you strategies to grow your wealth and generate life-long income, free of income and estate taxes!

I provide each client a unique, personalized experience conducive to helping them meet their financial goals. However, what my clients value most is my ability to provide them the same breadth of services and high level of financial expertise as my largest competitors without conflicts of interest, and with a level of comfort, communication and proactive personalized service that can only be found at a small, independent firm like Winer Wealth Management, Inc. From our weekly economic update to our proprietary Advance and Protect Investment Strategy, it's all about making you feel comfortable, confident and financially secure.

In collaboration with a team of experienced CPAs, estate planning attorneys and risk management specialists, I proactively help my clients implement personalized strategies to protect and preserve their life's savings, minimize taxes, and increase the magnitude and longevity of their wealth. I've established a reputation for my success in identifying and correcting critical financial mistakes and oversights and saving my clients a fortune in taxes. In 2005, I was mentioned in The Wall Street Journal for identifying an oversight by two CPAs and saving the beneficiaries of an inherited IRA more than $700,000 in taxes. In 2006, I was featured in Financial Planning Magazine's Career Advisor. I was also invited to become a charter member of Ed Slott's Elite IRA Advisor Group, an invitation-only group of IRA and retirement distribution planning specialists from around the country.

As your financial advisor, I'll help you organize and manage your financial affairs, and make smart financial decisions. I'll also help you develop and implement effective, personalized strategies to meet your financial goals and ensure your long-term financial security and independence.

I invite you to explore our website and learn how you and your family can benefit from our financial services and expertise. If you have questions or would like to schedule a complementary financial consultation, please call my assistant Melanie Weinstein at (818) 673-1695.

©2010 Winer Wealth Management, Inc. All rights reserved.