Legal and financial advice to help you plan your future wisely.
EsqWealth can serve as your legal, asset, & business quarterback.
We focus on your financial matters so you spend time on what really matters.
Our interests are aligned with those of our clients. Their success determines our own.
Your best interest always comes first!
At EsqWealth, we embrace our role as your fiduciary.
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.
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.
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.
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.
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.
Deciding Where to Retire
Where you choose to live after retirement can have a big impact on both your finances and your quality of life. Years ago, I assumed
The New RMD Rule and How it Affects Retirees
A new rule passed into law by Congress at the end of 2022 as part of the SECURE Act 2.0 gives you the option to
Robo-Advisor vs. Human Professional Guidance
With advances in artificial intelligence and automation, robots are increasingly part of our daily lives. If you drink a vodka tonic every day at the