Plan Your Estate
Wealth Management and Estate Planning is the process of helping clients accumulate, preserve, and protect their assets. Wealth and estate planning services include:
- Fiduciary services
- Wealth protection and transfer
- Asset-specific analysis and planning
- Estate settlement and administration
- Family governance
At Clay Northam Wealth Management, our customized programs are designed to help grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service. Our estate planning and wealth management services ensure that clients benefit from in-depth resources and unmatched advice. We create focused strategies and solutions for every client. We will guide you through the complicated maze of options and help you develop strategies that will minimize income, estate and gift tax liability.
In addition, we are experienced in forming strong relationships with attorneys, accountants and other trusted advisors, ensuring a comprehensive wealth planning solution to any need. Wealth accumulation, preservation, and protection can be overwhelming – so many choices, so many questions, so many risks. One of the challenges you face in wealth planning is selecting professionals you can trust. For more than a century, our clients have relied on us for service, expertise and integrity.
Serving all of Southern California, we have two convenient offices located in the Los Angeles and Orange County. When you are ready to plan your estate, contact one of our wealth management advisors in one of our two offices located in El Segundo and Seal Beach.