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Leisure Capital Management, based in Costa Mesa, CA, specializes in personalized wealth management for successful professionals and affluent families. Their holistic and tax-aware approach focuses on growing clients' wealth while building a lasting legacy that creates a positive impact for families and communities. With a dedicated team that understands unique financial challenges, Leisure Capital Management offers tailored strategies for investment and philanthropy, assisting clients in navigating life transitions and expanding their philanthropic reach. Their commitment to cultivating personal relationships ensures that each client's financial journey is aligned with their individual dreams and aspirations. Generated from the website

Independent Capital Management is a financial services firm that specializes in providing financial planning, investment management, and insurance services to individuals and businesses. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Some of the services that Independent Capital Management offers include: * Financial planning: This includes helping clients create a comprehensive financial plan that takes into account their current financial situation, goals, and risk tolerance. * Investment management: This involves managing clients' investments to help them achieve their financial goals.