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Our Mission
Achieving Your Life, Business, and Financial Goals
Many companies search for a purpose. EsqWealth was created with one mission: to help a small number of high-net-worth clients (i) plan for the future, (ii) protect assets, (iii) minimize tax obligations, (iv) realize multigenerational financial peace, and (v) accomplish any other life, business, and financial goals through thoughtful planning with objective and unbiased advice.
Plan Wisely
Protect Assets
Minimize Taxes
Rest Assured
Who We Are
A Vested Partner for Your Financial Future
Esq. Wealth Management, Inc. (referred to on this website as “EsqWealth”) is an investment advisor firm registered with the California securities regulators. More specifically, EsqWealth is a wealth management firm that, in conjunction with its affiliated professionals and alliances, is made up of experienced lawyers and financial professionals with advanced degrees, certifications, and first-hand life-experience in taxation, asset protection, and high-net-worth wealth management.
What We Do
We Develop a Personalized Plan to Achieve Your Goals, Protect Your Assets, and More
Multigenerational financial peace can be achieved through comprehensive planning. Recognizing that your interests always come first, we help you strategically position and protect your assets so that you can rest assured that your vision of financial success is achievable.
Business Strategy
Whether you’re exiting a business, acquiring a new one, merging with another company, or not even aware that you should be holding your assets
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Tax Planning
Tax impacts every aspect of your financial life. That’s why tax planning is a critical component of a successful financial plan.
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Asset Protection
Asset Protection takes estate planning to the next level—it is designed to provide your business and estate with the maximum amount of risk and
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Retirement Planning
The goal of most basic retirement strategies is to simply ensure that clients do not outlive their source of income, whether that’s their savings,
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Estate Planning
Living and leaving a legacy is more than just physical property or money. It’s about something far more important: passing on your roots, your
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Investment Strategy
Your portfolio should be as tailored as your wardrobe. Through concise and clear communication, we take the time to learn about your unique goals
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Who We Represent
Our Clients Are Lawyers, Doctors, and Business Executives
As qualified financial advisors and experienced lawyers, EsqWealth and its affiliated professionals understand the time demands of work commitments for lawyers, doctors, and business executives. Our goal is to have fewer clients so that we can properly allocate our available resources to deliver a personalized approach and the best service to our clients.
Our Approach
How We’re Different
In conjunction with its affiliated proesssionals, EsqWealth brings decades of experience covering various legal issues, tax planning, and financial services. We can help you address your needs of today and plan for your and your family’s future.
Our Team
Qualified Financial Advisors and Experienced Lawyers
Our team, including its affiliated professionals, spans the financial globe to give you the best possible solutions to meet all of your financial needs.
Our Core Values
What We Stand For
Our goal is to promote and maintain the highest ethical standards of professional conduct in the investment consulting and wealth management industry. In fulfilling that goal, we have agreed to be bound by the highest levels of ethical values, codified Rules, and a Code of Professional Responsibility.
Our Alliances
We Work With the Best of the Best
To better serve your needs, we seek out and work with the best companies and resources available in the financial industry.
Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs
In the world of wealth management, transparency and fiduciary responsibility are not just buzzwords but the cornerstones of trust between clients and their advisors. Clients
Frank Johnson
April 15, 2024
Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals
At EsqWealth, we understand that your wealth is more than just a number. It’s a reflection of your hard work, your accomplishments, and your aspirations
Seth Schechter
April 1, 2024
Long-Term Care: Protecting Your Assets and Your Well-Being
At EsqWealth, financial planning for our clients includes a comprehensive approach to long-term security. One crucial piece of this puzzle for some clients is Long-Term
Tony Parsons
March 19, 2024
