Curated Wealth Partners

Curated Wealth Partners

Financial Services

El Segundo, California 1,609 followers

Deeper Understanding. Better Outcomes.

About us

Curated Wealth Partners is a multi-family office delivering differentiated financial advice and well-being to a select group of families. As veterans of the wealth management industry, with backing from some of the most sophisticated financial professionals in the industry, we launched Curated Wealth because our clients deserve a better, more integrated experience. They deserve the unbiased, thoughtful, personalized approach to managing their financial life that they would get from their own, dedicated family office. Curated Wealth Partners delivers this seamless, integrated approach to those families who understand the benefits of having a family office, but don’t want to manage it themselves. Our primary services include investment management, cash flow management, financial and estate planning, and debt management, though we often help with issues far afield from these core competencies. At Curated, our clients are our partners, and we use that word in our firm’s name with intention. As trusted, long-term, family advisors, everyday we are guiding our clients through the many challenges and opportunities that come with generational wealth. If you are interested in having us do the same for you and your family, please ask a friend or client to refer you.

Industry
Financial Services
Company size
2-10 employees
Headquarters
El Segundo, California
Type
Partnership
Founded
2018

Locations

  • Primary

    2321 Rosecrans Ave

    Suite 2215

    El Segundo, California 90245, US

    Get directions

Employees at Curated Wealth Partners

Updates

Similar pages

Browse jobs

Funding

Curated Wealth Partners 1 total round

Last Round

Series unknown

US$ 1.8M

See more info on crunchbase