Financial Decisions are at the heart of our business

It’s no secret. You can find limitless advice online. You can investment with many firms. So why decide to work with Wealth Financial Group West?

We’ve helped hundreds of people sort through the noise of investments, insurance and personal finance. Making decisions about your next, and best financial steps can be confusing and complex. We focus on helping free you from the multitude of options and concentrate on your highest priorities. Our goal is to enable you to make decisions, big and small, that contribute to a manifestation of your best financial self.

714-617-4394

  • Fiduciary Services
  • Retirement Resources
  • Estate Planning Resources
  • Investment
  • Insurance
  • Tax

Have Questions?

Tami and the team at Wealth Financial Group West are here to answer your tough questions, click below to contact us today.

Ask Tami

Educational Videos
Tami’s Podcast
Upcoming Events

A Financial Firm You Can Trust

Click the logos below to learn more

Preparing For Your Ideal Retirement
Retirement comes faster than anyone thinks. Have you prepared for it well enough?
Minimize Taxes, Maximize Retirement
Are tax implications a consideration in your financial plan?
Dangers of Rising Healthcare Costs
Have you thought about this major cost that you may find yourself facing in retirement?

Get our select ebook:
12 investment mistakes to avoid

The world of investing can be a difficult one. There are so many variables that can impact your overall investment returns. Global and political discord, corporate earnings reports and investor uncertainty all add to the equation. This eBook will help you get started down the right path towards avoiding these mistakes.

Request Today