Whether you are in the wealth accumulation, wealth preservation, or wealth distribution phase of your life,
we can custom design a WealthTarget® Strategy to help meet your needs.
(661) 837-8500 – Laurence E Menna, CFP®
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.
Laurence E. Menna, CFP®
WealthTarget® Investment Advisors
1601 New Stine Rd, Ste 180
Bakersfield, CA 93309