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

Team

We believe our family office teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Are my investments working hard enough?

 
Roderick Uy is the CEO and President of LifePoint Wealth Management, Inc. Rod’s company provides comprehensive, holistic, concierge, wealth management services to high net worth clients.

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Melynda brings over 30 years of real estate, commercial property management and mortgage banking experience.

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Brandon assists in providing general support to the company’s hardware and software. He maintains the technical operations, and implements and tests new automation to streamline office productivity.

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Ryan assists in the day to day operations of the office. He facilitates in opening account paperwork, coordinating new business and account transfers, managing spreadsheets and client databases.

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