Wealth management
Personalized investment portfolios with ongoing management.
ACap Advisors & Accountants
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About ACap Advisors & Accountants
A fee-only wealth management and accounting firm, based in Los Angeles. ACap Advisors & Accountants offers personalized financial advice and full-service accounting. Its investment services include evaluating client goals, creating portfolios, and managing investments on an ongoing basis. Financial and retirement planning uses documents such as tax returns, insurance records, and investment accounts to develop a savings strategy. The firm also provides payroll, bookkeeping, business tax preparation, and tax advising. Clients can get help planning and saving for college, establishing or managing employer-sponsored 401(k) and pension plans, and coordinating estate planning referrals to prescreened attorneys. For new asset management clients, ACap uses a customized onboarding process that begins with a consultation and review of financial goals before investment decisions are made.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Retirement and savings strategies based on financial documents.
Accounting services
Payroll, bookkeeping, and business tax preparation and advising.
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