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        General Info
        Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive, holistic, goals oriented approach to investing. Our approach seamlessly integrates many key financial disciplines including: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions. We have heavily invested in cutting edge, forward thinking technology to enhance the services that our Family Office provides to our clients, their business, their family and their philanthropic wishes. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office, his team of specialists and his clients.
        Payment method
        amex, cash, debit, discover, master card, visa
        Other Link

        website

        Categories
        Financial Planning Consultants, Banks

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        Details

        Phone: (310) 574-2244

        Address: 21250 Hawthorne Blvd Ste 360, Torrance, CA 90503

        Website: website

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