Satori Wealth Management, Inc.

Satori Wealth Management, Inc. is a fee-only financial planning firm based in Los Angeles that provides comprehensive wealth management services, including investments and tax planning. The company's financial advisors are Certified Financial Planners™ who specialize in retirement planning. As fiduciaries, they never make commissions on client investments and always act in the client's best interest. Clients praise the firm's expertise and personalized approach. The financial advisors are described as super-knowledgeable, thorough, and easy to understand, even for non-financial individuals. They lay out all options clearly and make the daunting prospect of financial planning easier. The advisors are also praised for their trustworthiness, ethics, and sound advice, always putting the client's best interest first. Satori Wealth Management's services include detailed financial analysis, timelines, and guidance on how to fully enjoy the retirement phase of life. The firm's use of state-of-the-art software and comprehensive planning tools takes the burden of research, monitoring, and portfolio rebalancing off the client's shoulders, allowing them to live with confidence and peace of mind. Clients appreciate the firm's holistic approach, going beyond just "numbers" to ensure they maximize their retirement experience.