True Wealth Management | Santa Barbara & Los Angeles, CA

Explore > Define > Create >

Our Explore > Define > Create approach to financial planning starts with Exploring your dreams, not just the numbers. We can then help Define those dreams, and Create a plan to pursue your goals and track your progress

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What does True Wealth mean to You?

Our mission is to help each of our clients define what True Wealth means to them, and to build a financial support system that helps them to pursue that goal.

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Strategic Resources

True Wealth Management, Independent Advisor Alliance (IAA) and LPL Financial (LPL) are three separate and independent entities working together within a highly regulated framework that allows for the most independent, flexible, collaborative method of serving our clients’ needs.

We work with our clients to help them understand what True Wealth means to them.

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LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer independent financial guidance and advice.

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Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses.

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Driven by your success.

Our success is a direct reflection of the advice we provide our clients. For this reason, we listen intently, train vigorously and never take our business for granted. When a client is living exactly as he or she has envisioned, we know that we have provided them the opportunity to pursue True Wealth.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a valued ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Explore

We’ll first explore your dreams and goals and decide what to focus on

STEP

2

Define

We will have a series of appointments to define your goals and dreams as well as ways to pursue them, focusing on what True Wealth means to you

STEP

3

Create

Finally, we’ll create a personalized Financial Plan. We’ll regularly review your progress and adjust your plan to keep you on track
with your goals

"True Wealth is not defined by commas or 'zeros' - it is characterized by the quality of relationships; pursuing your passions and living a purpose-driven life that is personally fulfilling."

- Alejandro J. Ochoa, CRPC^®

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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