Today’s financial world is complex, but many financial advisors don’t give you enough time or have the proper experience to help you effectively prepare for the future. TAKWEALTH, located in Torrance CA, harnesses the power of technology to help do more, to help you build wealth in good and bad markets.
TAKWEALTH uses offensive and defensive strategies so volatile markets and world events don’t knock you too far off course. Our technical, data-driven approach combined with attentive service helps you feel organized and confident about your future.
We want to work with you to create a customized investment management and financial plan so you can achieve your life goals and build wealth that lasts. We work with individuals, couples, business owners, and families in the Greater Los Angeles area.