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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... read more
21250 Hawthorne Blvd, Suite 360, Torrance, CA, 90503, United StatesGet directions
|Mon||8:00 a.m. to 6:00 p.m.|
|Tue||8:00 a.m. to 6:00 p.m.|
|Wed||8:00 a.m. to 6:00 p.m.|
|Thu||8:00 a.m. to 6:00 p.m.|
|Fri||8:00 a.m. to 6:00 p.m.|
If you are looking to have your assets overinflated so you buy too much insurance to line the owner of this company’s pockets then this is the business for you! Roderick Uy talks a good game. He is very convincing too... he says he looks at and treats his clients like “family” and will do everything he can to look out for them. But all he does is look out for himself. He does this by overselling you on various policies you absolutely don’t need/cancelling other policies so he gets the signing bonuses. He did this to my mot... read more
Without a doubt, these are the most caring and trustworthy professionals in the financial services industry. I've trusted them for several years. They have never disappointed.
LifePoint Wealth Management, Inc. has a 5 star rating with 2 reviews.
LifePoint Wealth Management, Inc. is closed now. It will open on Monday at 8:00 a.m.