What’s New on South Lake Avenue

Snowden Lane Partners

Snowden Lane Partners on South Lake Avenue in Pasadena is exclusively focused on wealth advisory. As an independent firm, they are free to offer more personalized attention, more customized solutions, and unbiased advice to their clients. Separating out what is meaningful to your portfolio and preserving your lifestyle is their job. When Snowden Lane Partners […]

The Sterling Group

The Sterling Group is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. The Sterling Group is a Registered Investment Advisory firm. It is their goal to help clients attain their goals and ambitions through financial stewardship. Their aim is to reach trustworthy, relationship first, passionate stewards looking for advice. […]

Wedbush Securities

Wedbush Securities on South Lake Avenue in Pasadena is one of the nation’s leading wealth management, brokerage and advisory firms, offers a complete suite of wealth management products and financial services with over 400 investment professionals to serve your needs. When it comes to business continuity and financial stability, Wedbush is safe and secure. They’ve […]

KONDO Wealth Advisors

Kondo Wealth Advisors is an independent Registered Investment Advisor firm and professional wealth management practice located in the greater Los Angeles area. Their advisors are fiduciaries, meaning they are dedicated to putting your interests first. Their purpose is to give you the freedom to focus on what brings you happiness and fulfillment. By coming to […]

LT CPAs & Company

LT CPAs & Company is a team of experienced accounting professionals providing clear and relevant advice in a timely and professional manner for Pasadena, San Marino, Altadena and surrounding areas. Their approach is to deliver an integrated solution by tapping into our years of experience and expertise to deal with everyday challenges.

The Holdsworth Group

The Holdsworth Group (“THG”) is a trusted and sophisticated advisor, capital partner and curator of alternative investments for family offices and corporations worldwide.

Northern Trust

Complex investment and financial management needs can’t be met by standard solutions. Their clients believe in the promise of something greater. So whatever your greater, Northern Trust can help you achieve it. For more than a century, Northern Trust has worked hard building their legacy of outstanding service, expertise and integrity. From a Chicago-based bank […]

Morgan Stanley

At Morgan Stanley, clients come first. Morgan Stanley helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley helpspeople, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.