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Where Your Vision Becomes Clear

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.

Navigating Solutions

Let’s face it, life is becoming more complicated and the regulatory environment has become more complex. In collaborating with experts from other disciplinary areas, our team has the expertise and resources to provide comprehensive and holistic analysis for each of our client’s unique financial situations. With individual insight and expertise, we will guide you through implementing the plans and goals we create together. We value and are committed to providing prompt, effective and high-quality service. Diligent attention to details and collaborative expertise will be brought to servicing your needs.