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Reliable. Independent. Effective.

why trace


Everything You Need to Protect, Optimize & Grow Your Wealth.

Providing fee-only financial planning and investment management to affluent individuals and families in Los Angeles, CA and beyond.

How We're Different

  • No proprietary products to push
  • Industry-leading advice at a reasonable cost
  • Simple yet elegant investment process
  • A technology experience built for modern wealth

How We Do It:


We don’t try to be everything to everyone.


We know our stuff…and we are confident enough to relay it to you in a way that will make perfect sense.


We leave the conflicts to our competitors. We are fiduciaries, which means we always put your interests first.

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