Wealth Management
& Financial Advisory Services
Financial advisor, retirement planning, investments, and real estate lending
EXPERIENCED
King Harbor is a boutique wealth management business. We are a South Bay based financial advisor in Redondo Beach. Our principal has over 20 years of institutional investment experience.
We cater to those seeking a long-term relationship and who value expertise with a disciplined, conservative approach to investing.
Reliable & Straightforward
We help you make sense of a complex financial world.
OUR SERVICES
WEALTH MANAGEMENT & FINANCIAL PLANNING
Wealth management services is a consultative process of helping you pursue your wealth management goals through careful advice and prudent risk management.
TRUST LENDING
Beneficiaries of a family home located in California can save thousands of dollars in future taxes with a trust loan.
PRIVATE LENDING
Providing short-term loans (bridge or hard money loans) secured by real estate.
RETIREMENT PLANNING
A personalized retirement plan that allows you to retire on your own terms.
TAX PLANNING
We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.
401k RECOMMENDATIONS
We specialize in creating well-diversified, low-cost portfolios that will help you meet your retirement needs.
ESTATE PLANNING
Our extended network of estate and tax attorneys navigate the complex maze of estate planning to ensure your wealth is preserved from one generation to the next.
WILLS, HEALTH PROXIES AND POWER OF ATTORNEY
An investment plan is not complete without designating a person to manage your affairs should you become incapacitated.
COLLEGE SAVINGS
We show you how to save for your children’s or grandchildren’s college education while potentially saving on taxes.