Sorensen Wealth Management, based in Westlake Village, California, is a trusted independent firm specializing in wealth management for highly successful business owners and wealthy families. With a client-first approach, they provide customized solutions focusing on Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving strategies.
Founded in 1986 by Jeff Sorensen, the firm prioritizes building long-lasting relationships with clients based on trust and confidence. Their commitment to helping clients navigate the complexities of the new economy stems from a deep-rooted belief in providing financial security and peace of mind for future generations.
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