Ensemble Wealth Management
Financial ServicesCalifornia, United States2-10 Employees
Ensemble Wealth Management is a financial services firm offering comprehensive retirement and financial planning in Southern California, with offices in Indian Wells and Irvine. Established in 2000, the organization emphasizes building close, trusting relationships with clients to help them plan for retirement income and spend with confidence. Its services span retirement planning, wealth accumulation, asset protection, tax planning, long-term care protection, estate planning, and various related areas, including income planning and fee-based investment management, with arrangements for IRA and 401(k) rollovers. Investment advisory services are provided through West Wealth Group, LLC, an SEC-registered investment adviser, and Ensemble Wealth Management maintains an affiliated relationship with that entity. The company positions itself within the financial services industry as a retirement-focused advisory, serving retirees and pre-retirees seeking a comprehensive, integrated approach to their financial future.