What’s New on South Lake Avenue

Snowden Lane Partners

Snowden Lane Partners on South Lake Avenue in Pasadena is exclusively focused on wealth advisory. As an independent firm, they are free to offer more personalized attention, more customized solutions, and unbiased advice to their clients. Separating out what is meaningful to your portfolio and preserving your lifestyle is their job. When Snowden Lane Partners […]

The Sterling Group

The Sterling Group is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. The Sterling Group is a Registered Investment Advisory firm. It is their goal to help clients attain their goals and ambitions through financial stewardship. Their aim is to reach trustworthy, relationship first, passionate stewards looking for advice. […]

Wedbush Securities Pasadena

Wedbush Securities on South Lake Avenue in Pasadena is one of the nation’s leading wealth management, brokerage and advisory firms, offers a complete suite of wealth management products and financial services with over 400 investment professionals to serve your needs. When it comes to business continuity and financial stability, Wedbush is safe and secure. They’ve […]

KONDO Wealth Advisors

Kondo Wealth Advisors is an independent Registered Investment Advisor firm and professional wealth management practice located in the greater Los Angeles area. Their advisors are fiduciaries, meaning they are dedicated to putting your interests first. Their purpose is to give you the freedom to focus on what brings you happiness and fulfillment. By coming to […]

The Holdsworth Group

The Holdsworth Group (“THG“) on South Lake Avenue in Pasadena is a trusted and sophisticated advisor, capital partner and curator of alternative investments for family offices and corporations worldwide. They are a family investment office committed to identifying compelling alternative investment opportunities. They specialize in partnering with high-net-worth investors, family offices, and corporations, often providing […]

Northern Trust

Northern Trust, for more than a century, has worked hard building their legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, they now have more than 20 international locations and 16,500 employees globally. They serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, […]

Morgan Stanley

At Morgan Stanley on South Lake Avenue in Pasadena, clients come first. Morgan Stanley helps people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Their Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite […]

First Financial Consulting

First Financial Consulting on South Lake Avenue is a financial planning firm that has been serving the Pasadena community for over 35 years. They provide their clients with 100% objective advice, working on a fee-only basis to remain free from any potential conflict of interest. They never sell any product and never take commissions. Simply […]