Perennial Financial Services

Total Wealth Management

Total Wealth Management is a financial services firm that specializes in alternative investments and strategies. We provide tailored financial planning for families and businesses, with a focus on 401(k)/Corporate Retirement plans. We strive to offer our clients options that go beyond the traditional stock/bond or mutual fund approach.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

DEW Financial Management Group

Bringing Wall Street Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren. The mission DEW is to provide independent and objective financial services with the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. Financial planning is about more than preparing for retirement. It's about working toward short- and long-term goals and helping protect the most important things in life.

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

DSA Financial Group

DSA Financial Group offers comprehensive financial planning services for individuals and families to help them establish a secure future. Our wealth management experts assist in retirement planning, estate planning and other investments to help you reach your goals. We also provide tailored retirement plans for small businesses. Our team has a deep understanding of the needs of our clients and are committed to providing them with the best possible financial advice. We strive to ensure that our clients are able to make informed decisions about their finances and investments so that they can live comfortably and securely in their later years. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Losk Commercial Property Management

Losk Commercial Property Management has been providing commercial real estate services to Marin and Sonoma Counties since 1983. They are committed to delivering the highest level of tenant satisfaction, customer service, and owner success through their management of a diverse portfolio of properties including multi-tenant office/warehouses, Class A offices, downtown retail buildings, and shopping centers. In total, they manage over 28 buildings with a combined square footage of 750,000. The team at Losk Commercial Property Management have been experts in the industry for nearly four decades. Their experience has enabled them to provide quality services, from overseeing and maintaining properties to ensuring that their clients' investments are as successful as possible. They are committed to delivering exceptional customer service and tenant retention.

Cochran Wealth

At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.

Sovereign Wealth Management

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it's not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients' goals.