California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
  • Who We Are
    • Meet Our Team
    • How We Invest For You
    • Blog & Events >
      • Financial Blog
      • CWT Events
      • CWT In the Press
    • Contact Us
  • Who We Help
  • Client Access
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Financial Planning For Today, Tomorrow, and Beyond

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CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families in Southern California.
Who We Are >

What We Find With New Clients


1. Accounts In Many Places

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We Help You Clean It Up and Get Your Finances Organized

2. No Clear Goals Defined

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We Help You Set Your Goals & Build a Process To Track Your Progress

3. Inefficient Investment Portfolio

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We Align Your Investments To You and Your Goals

4. Inefficient Tax Management

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We Help Minimize Taxes and Implement Advanced Strategies

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Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.
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The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.
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Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.
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Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.
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Our Team Has a Report Card Worth Bragging About

At CWT we are proud of the work we've done and the clients we serve.  Each new client is an addition to our family and we pride ourselves on providing the highest level of service and advice in the financial services industry.
MEET OUR TEAM
Advanced Designations
Over
YEARS OF EXPERIENCE

Would You Like To Become A Referral Partner?

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Are you a CPA, Estate Attorney, or other Trusted Advisor to individuals, their families, and their business?

​At CWT, we work closely with our clients and their trusted advisors.  If you would like to inquire about becoming a part of our referral team, let us know!
Contact Us
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San Diego Location:
3570 Carmel Mounta
in Road, Suite 150           San Diego, CA 92130          (858) 707-7260


Brea Location:
3 Pointe Drive Suite 111           Brea, CA 92821          (714) 332-2910

Services

  • Retirement Planning
  • Investment Management
  • Corporate Retirement Plans
  • Financial Planning
  • Tax Minimization
  • Trust and Estate Review
  • Divorce Planning
  • Business Succession Planning

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A message from our attorneys:

Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.
This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment adviser representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).
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  • Who We Are
    • Meet Our Team
    • How We Invest For You
    • Blog & Events >
      • Financial Blog
      • CWT Events
      • CWT In the Press
    • Contact Us
  • Who We Help
  • Client Access
  • Talk to an Advisor