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.


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Do you have a plan?

Do you have a plan?

Financial Planning is not about being right, its about being less wrong. It is about narrowing in the range of outcomes over time. 


Click on the learn more button and fill out our free assessment to see what steps you should be taking to get on track.

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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.

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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.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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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.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Creative Ways to Motivate Your Employees</p>

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>What to Look for in Personal Finance Apps</p>

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Have a question? We're ready to help.

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