HOYLECOHEN

HoyleCohen was founded in 2001 by two experienced wealth management professionals who sought a better way to help high-net worth individuals manage their wealth. Since then we have grown to over 50 team members serving more than 1,400 client households with roughly $3.2 billion of managed assets... If you're looking for something other than typical cookie-cutter, one-size-fits-all wealth management, HoyleCohen is the place. Our holistic planning process starts with understanding your financial and life goals. Then we help you build a plan that incorporates everything you hope to accomplish with your wealth... HoyleCohen helps you make smart financial planning and investment decisions by providing impartial objective advice delivered in the context of your life. As your lifelong wealth management advocates, we build enduring relationships that shape where you want to go in life and help you get there.

Also known as: HoyleCohen, LLC

Primary location: Santa Monica United States