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(805) 380-4386
dfrankel@wisdirect.com

We Help You Grow The Life You Want

"Someone is sitting in the shade today because someone planted a tree a long time ago."   - Warren Buffett

Our Mission

Our mission is to guide high-net-worth individuals, families, and their businesses through the process of achieving their long-term financial dreams. We do this by providing a spectrum of professional and unbiased advice.

<b>Introduction</b>

Introduction

We understand that individuals, families and companies face unique challenges as they prepare for their financial future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate planning we are here to help guide you along so that you may acheive your goals and fulfill your dreams.

We look forward to working with you through all stages of your life, please call us at (805) 380-4386.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.