Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals. As a family-oriented wealth management firm, we not only focus on investment planning, we also work with you to address your personal aspirations, clarify your future, establish your priorities, and reach your family milestones. Our philosophy is grounded in realizing the true purpose of wealth. We believe it’s more than just money – it is about what it allows you to accomplish.
Founded in 1986 near Thousand Oaks, CA, we serve clients around California and beyond. Because we are independent and unbiased, we have ultimate flexibility to offer a wide-range of products and services with no conflict of interest or third-party money managers. We also work with an extensive network of attorneys, accountants and other professionals and are able to provide their expertise on your behalf.
Our wealth managers have extensive experience in all facets of investing. They are skilled in new approaches to investing to provide the best risk-adjusted returns in a volatile market and protect your future purchasing power based on clearly-defined goals.