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Rich Winer

Winer Wealth Management, Inc.
Investment Advisor

Contact Information:

Woodland Hills, CA 91364
United States

Years in Business:

 

18

Clients I'm Seeking:

 

We specialize in working with self-employed individuals in the entertainment industry. Our clients also include executives, doctors, business owners and retirees.

About My Business:

 

Winer Wealth Management provides comprehensive financial planning and wealth management services to individuals and families in Woodland Hills, Los Angeles and throughout the United States. Our services include investment management, risk management and insurance, tax minimization, estate planning, education funding and retirement accumulation and distribution planning. I've been mentioned and quoted in The Wall Street Journa, Financial Planning, The Los Angeles Business Journal and other financial publications. In 2005, I was mentioned in The Wall Street Journal for identifying an oversight by two CPAs and saving the beneficiaries of an inherited IRA more than $700,000 in taxes.

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