MANAGED ASSET PROTECTION

Our Purpose: We are dedicated to providing financial peace of mind for our clients, associates, and employees... Founded in 1994 and Incorporated in 1996, the company is dedicated to insuring our clients' financial security, and that of their heirs, through the benefits of Specialized, Safe and Secure Insurance Products. Prior to making recommendations (if any), our Licensed Agents conduct a Needs Assessment. Because this involves the sharing of confidential information, our Agents sign a "Confidentiality and Non-Disclosure" document to protect our clients' interests. The Agents are never aggressive; but rather Professional, Knowledgeable, and Courteous. We urge our clients and potential clients to take advantage of their expertise. WE NEVER CHARGE A FEE if we assist a client with an insurance product. We are paid a fee by the issuing company; however, NO SALES FEE IS EVER CHARGED TO A CLIENT... Low Risk, Low Volatility. At Managed Asset Wealth Management, we believe that capital..

Also known as: Managed Asset Protection, Inc., Managed Asset Wealth Management LLC

Primary location: Laguna Hills United States