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Welcome to Winer Wealth Management, Los Angeles
Since 1994, our firm has provided fee-based wealth management and financial planning services to affluent individuals and families in Los Angeles and throughout the United States. Our clients include actors, directors, producers, agents and musicians as well as successful professionals, business owners and retirees. We offer personalized financial strategies to help you:
• Build, protect and preserve wealth
• Minimize taxes
• Grow your investment potfolio—safely, comfortably and consistently • Organize and manage your personal finances
• Plan for retirement
• Enjoy life-long financial security, independence and peace of mind
Our firm is dedicated to providing you objective financial advice and expertise without conflicts of interest and with the highest level of comfort, communication and proactive personalized service.
To discuss your personal financial goals or schedule a complimentary financial consultation, please call us at (818) 673-1695. |
At Winer Wealth Management, we believe that the key to helping you grow your wealth through bull and bear markets with comfort and peace of mind is effectively managing risk and minimizing losses.
Taxes impact every aspect of personal finance. Effective tax planning can make a significant difference in how quickly and thoroughly you meet your financial goals and whether or not the IRS gets its hands on excessive amounts of your wealth.
Would you like to know the secrets of the wealthy; how they grow, preserve and multiply their wealth over generations free of income and estate taxes?
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NEWS, VIEWS & INFO
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Here's a useful resource you can download with all the current 2012 tax rates, deadlines, deduction and exemption limiits, retirement plan contribution limits, required distribution tables and other essential financial data.
Rich Winer Featured In Variety
In this December 2011 Showbiz Wealth Management Report in Variety—the leading source of entertainment industry news and information—Rich shares a few keys to his success in keeping his entertainment industry clients comfortable during the 2008 stock market meltdown.
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