Wealth management for high-net-worth (HNW) individuals is a fundamental concern for the wealthy. With proper management, they get to see their investments growing, save up for a luxury retirement, and hand down a huge legacy of fortune to their younger generations. What Is Wealth Management? Wealth management is more than just a personalized investment advisory […]
Talk to us and take the first step towards financial security.
Email Address
Bakersfield Office
Montana Office
2008 21st Street, Suite 100
Bakersfield, CA 93301
(661) 347-1211
[email protected]
Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance offered through Rozell Insurance Solutions and is not affiliated with Osaic Wealth, Inc.
