Manhattan Beach Advisors, LLC, is a boutique wealth management and advisory firm focused on creating personal and continuous generational wealth for high-net-worth individuals.

For the aspirational, we assess, design and help clients execute financial plans and master strategies that will materialize the future of their imagination.

Wealth management is the process of organizing, managing, and growing an individual's financial assets in order to achieve their financial goals and secure their financial future. It involves a comprehensive approach to managing wealth, including investment planning, tax planning, retirement planning, estate planning, and risk management. Wealth management is important because it allows individuals to maximize their financial resources and make informed decisions about their money. It helps clients to navigate complex financial markets and create a customized plan tailored to their unique needs and aspirations.

We don't just manage your wealth, we help maximize your impact.

Services:

Financial Planning

Retirement Design

Risk Management

Portfolio Design

Money Management - Hedge Fund tactics & strategies

Private Equity

Investment Banking Advisory

Coaching:

- For the New: Financial literacy. Awareness creates better decisions.

- For the Experienced: Financial expansion. If you’re used to doing things the same way, you’re going to miss things and develop blind spots.

Founded | 2015

Manhattan Beach, CA

Austin, TX

Fort Lauderdale, FL

We serve clients throughout the United States.