Karl Schorr Wealth Management, LLC

Karl Schorr Wealth Management, LLC is a financial planner in Menifee, CA. Serving clients throughout Southern California and across the country, this independent firm provides specialized services including portfolio management, tax planning, and estate planning. The firm works with families, individuals, trusts, and estates to help grow and protect wealth.

As a Registered Investment Adviser, the firm operates under a fiduciary responsibility, meaning they are legally obligated to act in the best interests of their clients. The approach focuses on a holistic financial-planning experience, achieved by working closely with a trusted team of attorneys, CPAs, and enrolled agents. To ensure their motivations remain aligned with those of their clients, the firm is paid solely by their clients and does not accept compensation from the sale of investment products or third-party referral fees. The firm is committed to being a long-term partner through life's transitions and strives to provide responsive communication, aiming to return all calls and emails within 24 hours.

Located on Newport Road, the office is situated near Calle Tomas Park and Lyle Marsh Park. The business is a short drive from Chester W. Morrison Elementary School and the Oliver Christian School Center, and is also located near Salt Creek.

The firm is recognized for its dedication to client service and its commitment to acting as an eminently trusted adviser. Through a focus on transparency and professional integrity, Karl Schorr Wealth Management, LLC stands as a reliable partner for those seeking comprehensive financial guidance.

Karl Schorr Wealth Management, LLC provides dedicated fiduciary expertise to help individuals and families in Menifee and beyond achieve their long-term financial goals.