Mission Statement

We develop long term relationships with clients to guide them through the financial challenges in their lives. We strive to provide financial peace of mind by delivering tailored advice based on our clients’ goals. We want to help our clients pursue their hopes, dreams, ambitions and passions.

Value Statement

The value gained by working with us stems from a.) The money we protect in a down market, b.) Additional return we may provide our clients who are okay with risk, and c.) The education, knowledge and advice we pass on to help our clients flourish.

Process

Our process is divided into a six step process of

1). Get to know the client on a personal level and find out their dreams, passions, concerns and goals. 2.) Give guidance and feedback on what they are currently doing versus what they could be doing. If we find something cancerous in the portfolio, find a way to “carve out” the cancer. 3). Present ideas based on the clients ambitions to provide solutions to their challenges. 4). Take the client by the hand and walk them through the decision making process on our Portfolio Design Session. 5). Develop A Plan. 6). Implement the plan, and, 7). Monitor the progress and adjust if needed. We also offer a “Private Vault” for our clients to electronically securely store their valuable documents in one location for ease of access for them or their family members in the event they are pick pocketed in a foreign country or lose their documents and need a “buddy system” to have their back.

About

WHAT IS YOUR FINANCIAL OBJECTIVE?
“I am more concerned with the return of my money than the return on my money.” —Will Rogers, quoted in Will Rogers Performer, p. 292

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen

“Given a 10% chance of a 100 times payoff, you should take that bet every time.” — Jeff Bezos

…3 different people. 3 different goals. 3 different strategies. Which one are you?

Industry Leaders. High Level Federal Employees. Entertainment Industry Specialists. Doctors. Lawyers. Silicon Beach Executives.

Are you a small business owner or high-level executive in the greater Southern California area looking to grow and/or protect your assets? Welcome home. We guide and advise established industry leaders in the area so they can prepare for their retirement, specializing in the opposite sides of the spectrum: protecting your assets and mitigating stock market risk AND/OR accelerating gains. Life in Southern California has its own financial challenges, including local ordinances, high taxes, real estate intricacies, and more. We help clients pave their road down the path to a successful, fulfilling retirement. We do this by addressing the many concerns the affluent have with their money, including:

Give direction on building and diversifying client’s assets based on their individual goals.
Create a 4-prong tax strategy to assist in keeping more money in the client’s pocket.
Try to correct past mistakes made by other Advisors, Do-It-Yourself-ers, Day Trading or the results of “hot tips” and bad advice.
Help create layers of protection from challenges like Legacy Wealth Preservation, Bankruptcy, Divorce, Medical, and Long Term Care needs.
ARE YOU A CONSERVATIVE INVESTOR?

Risk-averse? 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 20-55% loss in financial assets if the Stock Market were to go down 20-55% 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.

Still curious how we differ from the other firms? If you are tired of being another number at a big firm and want to be a “big fish in a smaller pond” where white-glove treatment and client service mean something, your search ends here. Let’s focus on making YOU money instead of big firm CEO and shareholders. Wealth Management Partners of Los Angeles, Inc. is a “one-stop shop” for all of your financial needs. Chances are, if we can’t do it, we have a partnership with someone who can.

IN SEARCH OF GAINS?

Are you aggressive by nature? Love the excitement of a “Bullish” upmarket? Love “longing” the market? Are you okay with volatility and risk? We can help you with whatever your goals are. We have a passion and commitment for what we do. We love helping people prepare for a secure retirement so they can enjoy their golden years regardless of their risk tolerance.

Retirement should be the best time in their lives. Why spend it worrying about running out of money? We genuinely care about our clients and want to help them achieve financial success. We understand that money is a tool for attaining happiness. Our goal is to help create a solid, successful path to a happier future. We do this by planning for the “What ifs” in life. Our typical client is the “millionaire next door,” a working professional or small business owner who has worked hard their whole life and understands the need to preserve assets yet still hedge against inflation. Whether they want to invest in the market with minimal downside risk, take advantage of a market downturn, or go aggressive and “long the market,” we can work with various strategies and guide you down the path to help you realize your goals.

With a focus on financial education and a transparent advisory process, we strive to help everyone reach their financial goals. If you want to understand what we are doing and why, look no further. Our CEO is a teacher and was raised by teachers. If you are tired of not knowing what is happening to your assets, this is your firm. Like building a successful retirement “pyramid” one block at a time, we can go through a financial success checklist to help build and protect your family’s assets. Using opportunities you may not see at typical firms like using artificial intelligence, indexing strategies, adding “emergency brakes” to your portfolio, getting consistent income regardless of what happens in the Stock Market and using “leverage” to control more money with a smaller amount of money, we may be able to share ideas you’ve never considered as an investor. Diversification and principal preservation are key to a successful retirement. Contact us now for more details.

Philosophy

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.

The Team: Wealth Management Partners of Los Angeles, Inc.

Meet 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. We are your point of contact for pretty much anything investing related. If we can’t help you with something, chances are, our partners can.

We are supported by a network of other partnerships to expand our services so that we may better suit your goals. 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. We start with a conversation and get to know you. Once we discover what you want to accomplish, only then can we “draw a map” to help get you there.

Orion Portfolio Solutions: Strategic Partnership #1

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.

Measured Risk Portfolios: Strategic Partnership #2

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: Strategic Partnership #3

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.

Hansen & Associates/ White Rock Capital Management: Strategic Partnership #4

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 David Yelle

The Dave Ramsey Organization: Strategic Partnership #5

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 is an American personal finance personality, radio show host, author, and businessman. He hosts the nationally syndicated radio program The Ramsey Show. Ramsey has written several books, including The New York Times bestseller The Total Money Makeover, and hosted a television show on Fox Business from 2007 to 2010. He gives broad, general financial advice to people ages 18 to 80 from coast to coast, so how do you know what advice is right for you?

What is a Dave Ramsey SmartVestor Pro?

A “SmartVestor Pro” Financial Advisor is a financial professional that has been vetted by the Dave Ramsey Organization and believes in his personal philosophies and strategies. In order to be selected for the SmartVestor Pro program, the advisor must be chosen by the Ramsey organization, undergo a detailed interview process, then study and go through the Dave Ramsey programs. In this partnership, there is a direct alignment between Ramsey’s teachings and the Advisors who subscribe to these ideals, including the solid methods Ramsey teaches to build wealth, save for retirement, eliminate debt and engage in long-term investing. We are committed to helping you achieve these goals.

Not every financial advisor can be a Dave Ramsey SmartVestor Pro.

As a New York Times Best Selling author, nationally recognized talk show host and podcast personality, Dave Ramsey reaches an estimated 16 million combined listeners every week. His books, radio program, podcasts and YouTube Channel have changed countless lives for the better. Our firm is passionate about the Dave Ramsey’s mission and strives to help individuals, families and businesses implement the good habits and protocols that can assist them in achieving financial independence. We have spoken with countless Dave Ramsey listeners over the years and we want to help you take control of your money, too.

SmartVestor Pros are vetted investment professionals. Alec P. Tuckman, AIF® (Accredited Investment Fiduciary®), CRC® (Certified Retirement Counselor®), and ChFC® (Chartered Financial Consultant®), proudly serves as your SmartVestor Pro in the greater Los Angeles area.

Why use a SmartVestor Pro?

There are a lot of financial professionals out there, but they are not all the same. The big question is, “how do you know you can trust them?” As Dave’s popularity grew, so did the number of calls about how to incorporate his teachings. Years ago, Dave Ramsey felt it was important to create a network of reliable, trustworthy financial advisors, wealth advisors and financial planners that can take care of you and your investments.  SmartVestor Pros are the trusted advisors who provide advice just like Dave Ramsey does. I am honored to have been one of his reliable partners for years and share the journey he has created. Dave does a great job sharing his wisdom, now, we look forward to helping you implement these strategies and plan for your future.

What does it mean to us to be a SmartVestor Pro?

Ramsey has helped us just like he has helped you. We have gone through the program just like you have. We have been big fans of the radio program since 2003. We believe in his systems, philosophies and strategies. Whether you are looking for guidance after completing his “baby steps,” have questions about retirement or want to implement his “quad-investing” system, we are here to help you. Call us now to get started and we can help you implement some of the Dave Ramsey’s success strategies that he talks about on his podcasts and radio show.