Locally Owned – Independent & Objective Advice
Our Goal is Your Financial Success
Organize Your Financial Life
Gain Confidence for an Uncertain Future
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®, AIF®
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®, AIF®
Financial Advisor
WealthTarget® Investment Advisors
5500 Ming Avenue, Ste. 335
Bakersfield, CA 93309
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WealthTarget Investment Advisors, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where WealthTarget Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WealthTarget Investment Advisors, LLC unless a client service agreement is in place.