Beverly Hills Wealth Management Opens San Diego Office, Expands Advisory Group

-Beverly Hills Wealth Management (BHWM), a registered investment advisory firm serving high net worth individuals, families, and businesses, today announced the opening of an office in San Diego, CA and the addition of financial advisor Taylor Schulte.

In addition to the company’s headquarters in Beverly Hills that opened in April 2010 and Phoenix office that opened in January 2012, the San Diego office will be BHWM’s third. Schulte will launch BHWM’s new operation in the area, offering wealth management and portfolio development services to clients in the community. Prior to joining BHWM, Schulte was a financial advisor at Morgan Stanley where he provided personalized wealth management solutions.

“Taylor is dedicated to providing a high level of customer service and tailored wealth management solutions that simplify and enhance the quality of his clients’ lives. We are thrilled to have him join the Beverly Hills Wealth Management team,” said President and CEO, Mag Black-Scott. “His extensive investment experience and proven track record of success are in line with the levels of service and support we deliver to our high net worth clients.”

“Personalized service is essential as everyone’s economic situation and lifestyle is unique,” continues Schulte. “As a financial advisor, I’m committed to uncovering each client’s individual goals to build a financial plan focused on their specific needs. This philosophy parallels the core values at Beverly Hill Wealth Management, which made this relationship a natural fit. I’m excited to be working Mag and the team.”

Leave a Reply

Your email address will not be published. Required fields are marked *

*