Monarch Wealth Strategies – Los Angeles

Monarch Wealth Strategies - Los Angeles is a financial planner in Los Angeles, CA. The firm offers wealth management, investment management, estate planning, tax management, asset protection, and philanthropic planning for affluent families and individuals, with a broader suite that includes cash flow planning, retirement plan review, college savings analysis, Social Security maximization, Medicare assistance, and inheritance planning. The Los Angeles office is one of three locations, alongside Santa Barbara and Santa Maria. The practice holds a rating of 5.00.

Founded in 2008 and beginning in Santa Barbara, Monarch Wealth Strategies has grown into a multi-office boutique firm that serves clientele worldwide while maintaining offices in California. The team is led by founder and president Aaron J. Clark and includes investment manager and wealth advisor Brian T. Johnson, chief compliance officer and wealth advisor Nicole R. Allen, and wealth advisors Irene T. Timmons, Grant S. Colin, Lucas Poteet, Naz Ashouri, and Louisa Y. Ho, with portfolio analyst Louisa Y. Ho, client services administrators Charlene D. Asmann and Andy Maldonado, administrative assistant Lilian A. Montepeque Perez, and operations manager Nicholas Cardona. Working as fiduciaries, the advisors provide objective advice and give clients full access to the entire team. Services extend across generations and life stages, with planning support for business succession, executive compensation, and retirement community living.

The Los Angeles office sits at 6430 Sunset Blvd Suite 1433, on West Sunset Boulevard in the Hollywood neighborhood, about 0.1 miles from The Los Angeles Film School, the Lighthouse Immersive museum, and the Los Angeles Fire Department Museum and Memorial.

Customers who have reviewed the business have given it a positive rating, reflecting consistent satisfaction with the wealth management experience the team provides for affluent clients in Los Angeles.

As a fiduciary-led boutique firm serving Los Angeles alongside Santa Barbara and Santa Maria, Monarch Wealth Strategies brings a team-based approach to financial planning for affluent families across California and beyond.