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Our Wealth Management Process

Our Wealth Management Process

Trujillo Wealth Management uses a systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions.

Discovery Meeting. At this meeting we will identify and consider all the factors, challenges, concerns, interests, and aspirations that are most important to you. The more we know, the more we can help you.  

Wealth Management Plan Meeting. At this meeting, we present our diagnostic of your current situation (part one) and our recommendations for how we can align your finances to achieve your goals and priorities. 

Mutual Commitment Meeting. At this meeting, we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. 

Advanced Planning Meeting. Here we will prioritize all remaining topics that are important such as estate planning, charitable intent, health and elder care, business, career, and 2nd Act planning.  We will then get our professional team involved. 

On-going Progress Meetings. These meetings provide us an opportunity to review and adjust your wealth management plan due to changes in your personal or financial situation and review your progress toward your long-term financial goals. 

Trujillo Wealth Management can help anyone needing to secure their financial future. We especially focus on professionals and entrepreneurs to take advantage for growth opportunities in the financial markets within the context of a sound financial strategy.  

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service while educating our clients about financial concepts and products to take the mystery out of investing, insurance, estate conservation, and preserving wealth.  Below are just some of the services we provide.  

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    etrujillo@wisdirect.com   |  310-551-3415

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