South Western Wealth Management

South Western Wealth Management is a wealth management firm in Glendale, CA, located at 450 N Brand Blvd #820. The firm provides financial planning and wealth management services, including The Heirs Program, to business executives and professionals. It focuses on helping clients build confidence and work toward financial freedom for themselves and their families.

For several decades, the team has worked to help clients create and implement strategies designed to build confidence and work toward financial freedom for themselves and their families. The firm's professional goals include helping clients accumulate and preserve assets, optimize present and future cash flow, maintain a desired lifestyle at all stages, and preserve wealth for future generations. The Heirs Program focuses on areas such as estate planning and planned giving to help clients leave a legacy.

The team includes Managing Partner John Andraos, who has over 25 years of experience mentoring entrepreneurs and individuals on wealth creation and management. Also on the team is Julita Dela Cuesta, who has over 25 years of experience as an insurance executive, and Lucas Andraos, the office manager.

South Western Wealth Management provides financial planning and wealth management services for professionals in Glendale, CA.

South Western Wealth Management is situated on N Brand Boulevard near the intersection with East Colorado Street, just a short walk from Glendale Central Park and the Museum of Neon Art.

BizScoreAI gives the website a Schema and Structure score of 100 out of 100, which helps AI assistants and search engines understand exactly what the business is and what it offers. The firm also earns a Technical score of 84 out of 100, ensuring the site is secure and indexable so search engines can read it without errors.