Independent, Transparent & Committed
CK Wealth Management, LLC is an independent and full-service Financial Planning and Investment Management Firm based in Beverly Hills, CA.
Our mission, commitment and open-architecture structure serves the best interests of our clients without bias. We work as a fiduciary and take a holistic approach to our planning process, and specialize in fee-only comprehensive financial plans and investment management services. We are not affiliated with any banks, insurance companies, wirehouses, or broker-dealers. This ensures that the best interest of our clients’ align with that of ours.