What’s New on South Lake Avenue

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 […]

LT CPAs & Company

LT CPAs & Company is a team of experienced accounting professionals providing clear and relevant advice in a timely and professional manner for Pasadena, San Marino, Altadena and surrounding areas. Their approach is to deliver an integrated solution by tapping into our years of experience and expertise to deal with everyday challenges.

The Holdsworth Group

The Holdsworth Group (“THG”) is a trusted and sophisticated advisor, capital partner and curator of alternative investments for family offices and corporations worldwide.

Northern Trust

Complex investment and financial management needs can’t be met by standard solutions. Their clients believe in the promise of something greater. So whatever your greater, Northern Trust can help you achieve it. For more than a century, Northern Trust has worked hard building their legacy of outstanding service, expertise and integrity. From a Chicago-based bank […]

Morgan Stanley

At Morgan Stanley, clients come first. Morgan Stanley helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley helpspeople, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

First Financial Consulting

First Financial Consulting 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 put, their success is […]

Wells Fargo Advisors

Wells Fargo’s team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resources — including research analysts and economic and market experts who help us make informed investment recommendations based on […]

Floe Financial Partners

Floe Financial Partners was founded with the goal of assisting their clients in every aspect of their financial lives. They have provided the most personal service available, aiming to earn a reputation for excellence in their industry. For each of their clients they strive to help create financial stability and security to provide financial independence. […]