Los Angeles CPA Wealth Management

Wealth Management Services

No matter what stage of life you're in, you’ll find a valuable financial resource in DiBernardo & Company, P.C. We understand that planning for the future of you and your family is essential to preserving assets and managing wealth and we’re here to help. We offer a number of wealth management and tax planning services for high net worth individuals and families. Discover the personalized attention and sound advice from our team of financially knowledgeable professionals. Call us at 424-570-5793 now or request a consultation online.

Retirement Planning

We'll steer you towards the retirement planning options that will allow you to live the life you want to live during your retirement.

Exit and Succession Planning

Whether you'd like to sell your business or keep it in the family, we can make the necessary arrangements so you're prepared when the time comes.

Investment Advisory

We offer creative investment strategies and will show you how to develop a diversified portfolio that's in line with your risk tolerance and goals.

Trust and Estate Planning

Work with us to develop a comprehensive estate plan that safeguards your wealth and transfers it to your beneficiaries with limited tax consequences.

Individual Tax Services

Our firm is experienced in reducing taxes in order protect wealth and assets for business owners, entrepreneurs, and high net worth individuals.