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Raymond Wesley Wealth Management, based in Irvine, CA, is a leading financial planning and investment services firm. We provide comprehensive wealth management solutions tailored to high-net-worth and ultra-high-net-worth individuals. Our services include portfolio management, retirement planning, risk management, estate planning, and life insurance. We understand the importance of financial education and empower clients with the knowledge to make informed decisions. Our personalized approach extends to charitable giving and legacy planning. We build long-term relationships and offer comprehensive financial advice to address every aspect of your financial life.

Weisz & Santagata LLP, founded in 2008 by James S. Weisz and Scott Santagata, specializes in protecting and building entrepreneurial capital for its clients. With a focus on high net worth individuals, the firm has expanded its offerings through the formation of Portola Life Insurance Company and Gadsden Insurance Company, enhancing their customized risk management solutions. Both partners bring extensive experience to the firm; Jim Weisz has over three decades in corporate finance and strategic planning, while Scott Santagata offers more than 25 years of legal counsel across various business matters. Their combined expertise allows them to effectively navigate complex financial transactions and provide invaluable advice to entrepreneurs and businesses alike. Generated from the website