We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are constantly making choices or sacrifices because they cannot do it all. We help you manage your financial decisions to hopefully free up time so you can focus more on what you value most. Our passion comes from understanding what's truly important to you. We love what we do; we can help you take action by making more informed financial decisions.


Our advisors

Angela Dax, Private Wealth Advisor serving the HERMOSA BEACH, CA area - Ameriprise Advisors

Angela Dax

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Learn more about Angela Dax Visit Angela Dax's website
Jacob A Dax, Private Wealth Advisor serving the HERMOSA BEACH, CA area - Ameriprise Advisors

Jacob A Dax

CRPC, AAMS, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob A Dax Visit Jacob A Dax's website
Erin Osborne, Financial Advisor serving the HERMOSA BEACH, CA area - Ameriprise Advisors

Erin Osborne

Financial Advisor

Learn more about Erin Osborne Visit Erin Osborne's website
Jean Marie Ruimy, Financial Advisor serving the HERMOSA BEACH, CA area - Ameriprise Advisors

Jean Marie Ruimy

CRPC, CDFA®

Financial Advisor

Certified Divorce Financial Analyst®
Learn more about Jean Marie Ruimy Visit Jean Marie Ruimy's website
Marysol Flores, Financial Advisor serving the HERMOSA BEACH, CA area - Ameriprise Advisors

Marysol Flores

CFP®

Financial Advisor

Learn more about Marysol Flores Visit Marysol Flores's website

Our team

Tyler Law

Tyler Law

Operations Manager

Qualifications

  • Bachelor's Degree, Business Economics, UC Santa Barbara
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CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • Bachelor's Degree, Business Administration, California State University, Fullerton
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Taylor Dolenga

Taylor Dolenga

Operations Specialist

Maggie Sullivan

Maggie Sullivan

Financial Planning Specialist