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Lifepoint Wealth Advisors

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5.0
6 reviews
|Finance|Torrance, CA 90503

21250 Hawthorne Blvd #500, Ste 500, Torrance, CA 90503

(310) 574-2244

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About

Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive, holistic, goals oriented approach to investing. Our approach seamlessly integrates many key financial disciplines including: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions. We have heavily invested in cutting edge, forward thinking technology to enhance the services that our Family Office provides to our clients, their business, their family and their philanthropic wishes. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office, his team o

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5.0
6 reviews
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Tina Saade on Facebook

a year ago

12/02/2018, 09:14 AM
Rod Uy Is really an expert in personal and business managing, financials, investment, retirement, estate plans, and more. From the first consultation he recommends and provides strategies, plans, personalized goals that values and expand your wealth.
Matt McGinley on Facebook

5 years ago

08/29/2014, 10:09 AM
Olynn Marshall on Facebook

5 years ago

08/27/2014, 09:58 AM
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