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Comprehensive & Holistic Wealth Management

Your Trusted Financial Advisors

At Lindsey & Lindsey Wealth Management, we provide a full spectrum of financial services designed to meet the diverse needs of our clients. We pride ourselves on being the central point of coordination for your financial strategy, working closely with your other trusted advisors to develop an integrated and personalized wealth management plan. As fiduciaries, we are committed to acting in your best interest, free from the conflicts of interest often associated with larger financial institutions.

Our Services

Tailored Financial Solutions for Your Unique Needs

Personal Financial Planning

We specialize in helping high-net-worth individuals set and achieve their financial goals, with a focus on strategic goal setting and wealth growth, allowing you to build a robust plan for your legacy and retirement. Our services include creating a comprehensive strategy for a secure future, managing your cash flow to support your lifestyle and financial goals, and monitoring your net worth to help ensure you stay on track.

Estate, Wealth Transfer, & Charitable Planning

In collaboration with your attorney and other trusted advisors, we ensure your estate plan is up-to-date and integrates seamlessly into your overall financial strategy. We manage beneficiary updates, trust funding, and trust administration while facilitating charitable giving and lifetime gifting.

Retirement Planning

Retirement is often our clients' largest financial goal. We provide detailed scenario modeling, needs analysis, and tax-efficient savings and income strategies to ensure a smooth transition from accumulation to distribution. Continuous monitoring and adjustments help you stay on track throughout your retirement years.

Business Planning

Our business planning services cater to business owners with customized qualified plans (401k, profit sharing, cash balance, SEP, and SIMPLE IRAs) and tax-saving strategies. We assist with buy/sell analysis, corporate structure review, and tax mitigation for income and sale proceeds.

Education Planning

We help determine the necessary education savings and the best strategies to achieve your goals, including 529 plans, life insurance, Roth IRAs, or other methods. Our aim is to create a generational education legacy for your family.

Risk Management and Insurance Planning

We assess your coverage needs to protect your legacy and ensure financial security for your family. This includes analyzing your long-term care needs to maintain your lifestyle as you age.

Investment Management

We create personalized investment management plans tailored to your financial goals and risk tolerance. As an independent firm, we offer objective advice, ensuring your investments support your overall financial plan. Our success is tied to your success, not corporate sales. We are not solely an investment firm; we use investments as part of a comprehensive wealth strategy.

Real Estate Analysis

We evaluate your real estate holdings, debt structure, and cash flow to identify opportunities for 1031 exchanges, buy/sell transactions, or gifting strategies. We also review ownership structures and assess the need for cost segregation studies.

FAQ

Get to know Lindsey & Lindsey

This FAQ is designed to address common questions and provide clear, detailed information about Lindsey & Lindsey Wealth Management’s services and approach. For more specific inquiries, please contact us directly.

We provide a wide range of financial services including: Personal Financial Planning, Estate, Wealth Transfer, and Charitable Planning, Tax Planning and Coordination, Retirement Planning, Business Planning, Education Planning, Risk Management and Insurance Planning, Investment Management, and Real Estate Analysis.

Our clients include retirees, pre-retirees, small business owners, and high net worth individuals seeking advanced planning. We cater to individuals who value a comprehensive and integrated approach to wealth management.

We serve as your financial quarterback, coordinating with your other trusted advisors to create a tailored and all-encompassing wealth management plan. As a fiduciary, independent from large financial institutions, our advice is unbiased and solely in your best interest.

We work closely with your estate planning attorneys, tax advisors, and insurance professionals to ensure every aspect of your financial plan is cohesive and aligned with your goals. This integrated approach guarantees that all components of your financial strategy work together harmoniously.

As fiduciaries, we are legally and ethically obligated to act in your best interest. Our advice is focused solely on what benefits you, without any third-party influences or commissions.

Being independent from wirehouses and large financial institutions allows us to offer personalized, conflict-free advice. Our primary commitment is to your financial success, free from corporate sales targets or proprietary product pressures.

Check the background of your financial professional on FINRA’s BrokerCheck.

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Contact

Phone:
Office: (805) 330-3700
Toll-Free: (855) 334-0033
Fax: (805) 379-0600

Email:
[email protected]

Locations

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

Hours:
Mon-Thu: 8:30pm–5:00pm
Fri: 8:30am–2:30pm

 301 N. Lake Avenue Suite 1002
Pasadena, CA 91101

Hours: By Appointment Only

416 Auburn Folsom Road Auburn, CA 95603

Hours: By Appointment Only

6200 Antioch Street
Suite 202
Oakland, CA 94611

Hours: By Appointment Only

1255 Treat Boulevard
Suite 300
Walnut Creek, CA 94597

Hours: By Appointment Only

999 5th Avenue #200
San Rafael, CA 94901

Hours: By Appointment Only

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced. Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all od the securities, products, and services mentioned are available in every state or jurisdiction.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

PLEASE NOTE: The information and links being provided are strictly as a courtesy. When you access a third party websites you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities offered through Cambridge Investment Research, Member FINRA/ SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey and Lindsey Wealth Management, Ascent Wealth Management, and Cambridge Investment Research are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.

CLICK HERE FOR OUR FIRM’S FORM CRS. Cambridge’s Form CRS (Customer Relationship Summary)

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