Broker Check
  • 21250 Hawthorne Blvd • Suite 360
  • Torrance CA 90503
  • Main: 310.574.2244
Rotator One - Hide Title Rotator Two - Hide Title Rotator Three - Hide Title Rotator Four - Hide Title

Live in the Moment…Plan for the Future!

At LifePoint Wealth Management, Inc. we recognize that every client is different. Our Family Office processes are designed to take a comprehensive objective look at your current financial situation and develop a plan based on solid investment principles resulting in a strategy that is uniquely yours. Managing wealth requires strategies that go beyond mere performance. Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive holistic, goals oriented approach to investing. Our commitment seamlessly integrates a confluence of key financial disciplines: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions.

We have heavily invested in cutting edge, forward thinking technology to enhance the services that our Family Office provides to our clients, their business, their family and their philanthropic wishes. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office, his team of specialists and his clients. Definitely not your typical office, LifePoint Wealth Management, Inc. presents an atmosphere of luxury and comfort for every client to enjoy.

LifePoint Wealth Management, Inc. believes in a client-centric environment focusing on taking as much time as needed to fully educate clients. With boutique firm intimacy we encourage close ongoing contact with all our clients.

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow