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  • 21250 Hawthorne Blvd • Suite 360
  • Torrance CA 90503
  • Main: 310.574.2244
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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 Approach

Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive, holistic, goals oriented approach to investing. Our approach seamlessly integrates many key financial disciplines including: 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 focused on taking as much time as we need to fully educate clients. With boutique firm intimacy we encourage close, ongoing contact with all our clients.

Helpful Content

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