Wealth Management &
Financial Advisory
For Individuals, Families and Companies.
EXPERIENCED
King Harbor is a boutique wealth management business. We are a Los Angeles based financial advisor with wealth management offices 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
INVESTMENT MANAGEMENT
Helping you pursue your wealth management goals through careful advice and prudent risk management.
RETIREMENT PLANNING
A personalized retirement plan that allows you to retire on your own terms.
COLLEGE SAVINGS
We show you how to save for your children’s or grandchildren’s college education, while potentially saving on taxes.
401K RECOMMENDATIONS
We specialize in creating well-diversified, low-cost portfolios that help you meet your retirement needs.
ESTATE PLANNING
Our extended team of estate and tax attorneys navigate the complex maze of estate planning to ensure your wealth is preserved from one generation to the next.
TAX PLANNING
We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.
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.