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Your Money. Your Way.

Helping you ensure a fulfilling future and legacy.

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Mission

Guiding dreams into reality: Our mission is to establish meaningful relationships with our clients, gaining insight into their diverse lifestyles, ambitions, and financial objectives, to deliver personalized financial solutions.

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Philosophy & Approach

​Every client is different, so we tailor plans accordingly. Whether you are looking for retirement planning, sold a property and need a 1031 exchange, or want to start saving for your child’s education, we have the tools to help you achieve your goals.

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Contact us to find
your way to a happier financial future

360 N. Pacific Coast Highway, Suite 2000 

El Segundo, CA 90245

310.417.4113

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©2024 by Custom Wealth

Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Custom Wealth is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.

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