About Us
"We guide and advise established industry leaders in the area so they can prepare for their retirement"
Our Company
W.M.P.L.A., Inc. is the premier “go to” firm to invest in the Market with little downside risk or mitigate your risk. We offer several hedging and buffered investment strategies where, depending on your goals, you may potentially be able to avoid the pain of a you may potentially be able to avoid the pain of a major loss in financial assets if the Stock Market were to go down around half like it did in 2002 with the Dot Com bubble and the 2008 Sub-prime meltdown.
Want liquidity with those investments? Not a problem. We offer a host of different investment tools to attain your goals.
Our Company
W.M.P.L.A., Inc. is the premier “go to” firm to invest in the Market with little downside risk or mitigate your risk. We offer several hedging and buffered investment strategies where, depending on your goals, you may potentially be able to avoid the pain of a major loss in financial assets if the Stock Market were to go down around half… like it did in 2002 with the Dot Com bubble and the 2008 Sub-prime meltdown.
Want liquidity with those investments? Not a problem. We offer a host of different investment tools to attain your goals
Our Team
“Our core group at W.M.P.L.A., Inc. is here to help you with your investing, estate planning, tax strategy, financial planning, risk management and real estate needs.”
Alec Tuckman
CEO & WEALTH MANAGER
“Whether you want to go “aggressive” and try to compete with the S&P 500, or explore a more “conservative” approach and insure your portfolio like you would insure your house, car or your life, we have many opportunities we think you are going to love.”
Bernie Tordilla
Alec Tuckman
CEO & Wealth Manager
“Whether you want to go “aggressive” and try to compete with the S&P 500, or explore a more “conservative” approach and insure your portfolio like you would insure your house, car or your life, we have many opportunities we think you are going to love.”
Our Goals
The Wealth Management Partners of Los Angeles philosophy is, “The client comes first, last and always.” This was conceived years ago by the CEO, Alec Tuckman, and still drives our business today. This philosophy includes:
a.) We provide solutions based on the needs of the individual client and their goals.
b.) Our financial planning is tailored to be consistent with the client’s long-term goals and objectives, and is aligned with our changing world.
c.) Each client receives confidential, highly customized, white glove service and support.
Our Goals
The Wealth Management Partners of Los Angeles philosophy is, “The client comes first, last and always.” This was conceived years ago by the CEO, Alec Tuckman, and still drives our business today. This philosophy includes:
a.) We provide solutions based on the needs of the individual client and their goals.
b.) Our financial planning is tailored to be consistent with the client’s long-term goals and objectives, and is aligned with our changing world.
c.) Each client receives confidential, highly customized, white glove service and support.
Meet Our Partners
“If we can’t help you with something, chances are, our partners can.”
Orion Portfolio Solutions:
Orion Portfolio Solutions is the platform and administrative team we use to offer an extensive investing opportunities for our clients including Stocks, ETFs, Mutual Funds and more.
Zack Seitz
Zack Seitz
Orion Portfolio Solutions:
Orion Portfolio Solutions is the platform and administrative team we use to offer an extensive investing opportunities for our clients including Stocks, ETFs, Mutual Funds and more.
Larry Kriesmer
Measured Risk Portfolios:
Our partnering firm, Measured Risk Portfolios, offers hedging strategies to mitigate risk in your portfolio, including option trading and dividend focused portfolios. This may be a good strategy for more conservative investors.
Larry Kriesmer
Measured Risk Portfolios:
Our partnering firm, Measured Risk Portfolios, offers hedging strategies to mitigate risk in your portfolio, including option trading and dividend focused portfolios. This may be a good strategy for more conservative investors.
SEI:
SEI (formerly Simulated Environments Inc.), is another one of our partners. Known as the 800 lb. gorilla in the industry, they have been around over 50 years managing over $1.3 Trillion with a staff of 4,000 around the globe. SEI offers an extensive, customized product suite of mutual funds and ETFs based on an investor’s risk tolerance, goals and objectives. Their platform and backend office offers exceptional customer service and many services you may not find with competing money managers. 10 of the top 20 U.S. banks are institutional clients of SEI.
John Anderson
John Anderson
SEI:
SEI (formerly Simulated Environments Inc.), is another one of our partners. Known as the 800 lb. gorilla in the industry, they have been around over 50 years managing over $1.3 Trillion with a staff of 4,000 around the globe. SEI offers an extensive, customized product suite of mutual funds and ETFs based on an investor’s risk tolerance, goals and objectives. Their platform and backend office offers exceptional customer service and many services you may not find with competing money managers. 10 of the top 20 U.S. banks are institutional clients of SEI.
Mark Hansen
Hansen & Associates/ White Rock Capital Management:
For those that want to invest and get stock market gains but not lose a dime, or for those looking to get contractually endured income stream that will last as long as they do, we have teamed up with The Annuity Gator and AIM group to research the best products available on the market today.
Mark Hansen
Hansen & Associates/ White Rock Capital Management:
For those that want to invest and get stock market gains but not lose a dime, or for those looking to get contractually endured income stream that will last as long as they do, we have teamed up with The Annuity Gator and AIM group to research the best products available on the market today.
The Dave Ramsey Organization:
Whether you’ve heard his nationally syndicated radio show, watched his YouTube videos or even read one of his books, you may know that Dave Ramsey is one of the premiere “go to” sources for investing and money matters. The show reaches over 18 million combined weekly listeners. Wealth Management Partners of Los Angeles, Inc. has been a partner with the Dave Ramsey Organization for many years. We share similar principles and philosophies. We are big believers in educating investors on our methods and have the heart of a teacher when it comes to explaining different opportunities to help our clients.
Dave Ramsey | Rachel Cruz | George Kamel
Dave Ramsey | Rachel Cruz | George Kamel
The Dave Ramsey Organization:
Whether you’ve heard his nationally syndicated radio show, watched his YouTube videos or even read one of his books, you may know that Dave Ramsey is one of the premiere “go to” sources for investing and money matters. The show reaches over 18 million combined weekly listeners. Wealth Management Partners of Los Angeles, Inc. has been a partner with the Dave Ramsey Organization for many years. We share similar principles and philosophies. We are big believers in educating investors on our methods and have the heart of a teacher when it comes to explaining different opportunities to help our clients.
