Paul Taghibagi, Michael Macauley, Eugene Lev and John Williams—based in Century City, Calif.— focus on delivering sophisticated, unbiased financial advice and a high touch experience. Client relationships often span multiple generations. Asset management is one of several mission critical areas; others include retirement, estate, insurance and tax planning. Serving as fiduciaries, we oversee the creation and execution of a customized wealth plan. Our firm is unique because we focus on maintaining a disciplined approach curated to each client’s objectives.
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067