Wealth Management

For Women And Families

Investments | Financial Planning | Family Office

 
 

Refresh Investments is a fee-only, fiduciary financial services firm with offices in Santa Monica, CA serving clients throughout the greater Southern California area and the United States.

Photo by Robert Bye on Unsplashed

Your Trusted Partner for Integrated Wealth Management

At Refresh Investments, we understand that your financial journey is as unique as you are. Our clients, many of whom have built significant wealth, seek the confidence that their assets are being strategically managed to fulfill their life’s ambitions. As your trusted partner, we provide integrated investment and planning solutions designed to safeguard and grow your wealth, while always keeping your financial well-being our top priority. Our proactive approach, tailored to your specific goals, sets us apart in the world of wealth management.

Empowering Women Through Life's Financial Transitions

We recognize that life’s transitions—whether it’s receiving an inheritance, navigating divorce or widowhood, experiencing sudden wealth, or preparing for retirement—bring new financial challenges. During these pivotal moments, having the right support is essential.

That’s where we come in. We’re here to guide you through your journey, providing clarity and confidence with institutional-level expertise in a personalized, boutique environment. We take the time to understand your unique concerns and goals, offering tailored strategies to help you achieve financial security and success.

What We Offer:

Unlike large firms where clients can feel overlooked, you’ll have a dedicated partner who genuinely cares about your success. This long-term relationship ensures we understand and prioritize your unique goals, allowing us to offer actionable solutions within your financial plan and investments. Our aim is to safeguard your assets and assist you in building a lasting legacy.

  • Secure your financial future. We utilize our expertise in risk management throughout the financial planning process to ensure your wealth remains protected and steadily growing.

  • Preserve your wealth with strategic tax planning. Our investment and planning strategies help you keep more of what you’ve earned.

  • Unlock your financial potential with our Personalized Consultancy. Whether optimizing investments, enhancing wealth protection, or managing complex financial issues, our experienced team offers tailored guidance.

Why Choose Us?

  • Expertise: With over 25 years of financial expertise and CFA and CPA credentials, we’re not your typical advisor. We’re trusted partners in securing your financial future.

  • Custom Solutions: Your needs are our priority. Our personalized financial solutions are crafted to match your unique aspirations and ensure your financial goals are met.

  • Bespoke Partnership: Refresh Investments combines boutique attentiveness with institutional expertise, providing a personalized financial journey that aligns perfectly with your goals.

 

 Are you ready to achieve peace of mind?

It begins with clarifying your vision of your future and your retirement, and then building an intelligent investment strategy and an actionable financial plan that is aligned with that future. We then monitor, manage, and update this blueprint using a proactive planning and investment process that adjust with life and market changes.