Los Angeles, CA Financial Advisors | Palisades Advisors

Sophisticated solutions. A simplified approach.

When you reach a certain level of success, your financial situation can start to feel complicated and unwieldy. Every decision can seem momentous, and the path forward may be unclear.

It does not have to be that way. We are a team of experienced financial advisors with the skill—and empathy—you need to streamline your financial life. Over our decades in the business, we have found that the most straightforward options can be the most effective.

We advise wealthy families and individuals directly, or in close collaboration with their business managers. Clients tell us that our ability to distill financial planning and investing down to simple decisions sets us apart. We can evaluate your plan and portfolio to determine whether adjustments might be in order. And if the right thing to do is to do nothing, we will tell you that, too.

Palisades Advisors

310-772-7034

1999 Avenue of the Stars
Suite 3600
Los Angeles, CA 90067

“Knowledge is a process of piling up facts;
wisdom lies in their simplification.”

— Martin H. Fischer

David Selig has been recognized as an industy leader

ForbesBest-In-State Wealth Advisors, California, 2019

Who we are

An experienced, multigenerational team focused on your goals

We are passionate about helping clients pursue their dreams. Our role is to act as your anchor throughout changing life stages and market environments.

Acumen: Our backgrounds in business management, accounting and family office services give us a 360-degree perspective on your financial situation.
Connection: Our team offers a deep bench of advisors who can work with clients of every generation. We understand and employ the principles of behavioral finance to help with the emotions of investing.
Transparency: We want you to know what you own and why you own it. We’ll keep you informed about developments in the market and economy, and how they may impact your family and business.

What we do

Strategize about every aspect of your financial life

We believe that everything starts with financial planning. Through UBS, we can offer you a full range of sophisticated strategies and solutions to put your plan into action.

Our approach goes well beyond investments to include every decision related to money. We start by conducting a Financial Goal Analysis to determine whether you are on track to your goals.

We continue with in-depth conversations that include key questions:

Are you spending too much?
Are you saving enough?
Is your portfolio appropriate for your situation and risk tolerance?
When will you be able to retire and maintain your lifestyle?
How will you fund healthcare costs as you and your spouse age?
Do you have enough insurance to protect you against the unexpected?
What philanthropic goals would you like to accomplish?
What sort of legacy would you like to leave to future generations of your family?

How we do it

A commitment to discipline, process and follow-through

Whether we work with you or your trusted business team, we will do so with efficiency and responsiveness.

Service: We know that good service is critical to a long-term relationship, and we are never complacent about our clients. It’s about more than just returning phone calls and emails. We look at the big picture to resolve any problems or concerns you have.
Communication: We are in close contact with our clients’ business managers, accountants and attorneys. We check in regularly with clients to confirm that they are on-plan. And, when markets are volatile, we reach out to see whether we can take advantage of the opportunity.
Process: Our team stays on top of your situation through a series of detailed reports and alerts. By putting systems in place, we seek to ensure that nothing is overlooked or forgotten.

Our perspectives

Insights

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