At Sorensen Wealth Management, we instill high net worth businesses, individuals and families with confidence in investment consulting, financial planning, wealth enhancement and charitable giving. Based in Westlake Village, California, our independent, customized solutions establish trusted relationships with clients across the United States.
We believe acting in the best interest of our clients is a privilege and there is no better way of upholding the highest standards and values than to put their needs ahead of our own. At Sorensen Wealth Management, we follow a client-first approach at all times. We always strive to understand your desires regarding how we can best serve your wealth management and financial planning needs.
We believe acting in the best interest of our clients is a privilege and there is no better way of upholding the highest standards and values than to put their needs ahead of our own. At Sorensen Wealth Management, we follow a client-first approach at all times. We always strive to understand your desires regarding how we can best serve your wealth management and financial planning needs.
Services
Passive income is generated with little effort to maintain it. Generally, this type of income is tied to some form of investing. It allows for an accumulation of wealth without a person's direct involvement once the initial investment has been funded. Rental properties, financial portfolios (stocks, bonds) or private business investments are capable of generating regular cash flow.
The 2020 election is around the corner, adding another layer of uncertainty to an already volatile market. Whether you seek to accumulate, preserve, or distribute wealth, our comprehensive planning process will align strategy and success. Take the first step toward achieving your dreams by setting goals and making a plan for your future.
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