Finwell is a registered investment advisor based in Encino, CA, offering curated financial planning and wealth management services. With a team of highly credentialed and experienced advisors, they provide unbiased advice and prioritize their clients' financial goals and needs above all else. Their services include investment management, financial planning, and private wealth management, all designed to help individuals and families reach their financial goals efficiently and on their own terms. Finwell stands out for their fair and honest pricing, accessible to clients without high minimum balances or complex fees. As a fee-only advisor, they do not earn commissions for their advice, ensuring an open and transparent advisory relationship. Committed to fiduciary responsibility, they act in their clients' best interests, providing unbiased recommendations suitable for each client's individual situation. With a focus on values-driven money decisions, Finwell guides their clients towards a more fulfilled life that aligns with their goals and core values.Generated from the website

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