Understanding Comes from experience
We are committed to bringing you the reassurance that you’ve planned well for the long term. We know the effort it takes to maintain your lifestyle amid an unpredictable earnings stream. Our team recognizes the difficulties of finding time to stay on top of your investments and financial planning, given your hectic schedule. That’s why we provide comprehensive wealth management services focused on the unique needs of the media and entertainment community – from attentive client service to sophisticated portfolio management, we give you peace of mind to focus family, business and creative endeavors.
David Bryan Schachter
Senior Vice President - Wealth Management
Wealth Advisor
Visit my personal page
310-772-8080
Dane Abbott
Vice President - Wealth Management
Financial Advisor
Visit my personal page
310-772-7039
Tony De La Rosa
Account Vice President
Financial Advisor
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
310-772-8090