San Dimas Office

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773
Wealth Management Services

Wealth Management Services

In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management.



Learn more
Do you know how much risk your portfolio has?

Do you know how much risk your portfolio has?

DEFINE YOUR RISK NUMBER


The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.


ALIGN YOUR PORTFOLIO


After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.


To take a 5-minute free assessment, click on the Riskalyze icon at the top of the webpage or click the learn more button to watch a short video 




Learn more

Cultivated For You

Your Goals are the Key to Consistent Growth

The best futures are pursued through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and confidence tomorrow.

Organic growth underlies all we do at Homestead Wealth Management. Together, we'll design a roadmap that starts with the future you want and ends with a confident retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

Learn more

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

Learn more

Effective estate management enables you to manage your affairs during your lifetime and beyond.  We'll help secure your legacy for generations to come.

Learn more

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Learn more
Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
Learn More
Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn More

Have a question? We're ready to help.

Thank you!
Oops!