StrandLife
Wealth Management
Your Strategic Advisor for Your Financial Future
We understand that every person possesses distinctive financial aspirations and situations. Therefore, our team of seasoned financial advisors is wholly committed to offering customized strategies that enable you to accomplish your financial goals. With a deep understanding of your unique circumstances, we provide personalized solutions that pave the way to your financial success.
Our story began as President and CEO Parsa Vahid was walking along The Strand of Manhattan Beach, California. He looked out onto the open sand and ocean when he noticed a beacon on the horizon: a lifeguard stand – the landmark of the brand. A signal of those whom you can entrust yourself to and ensure your safety. Parsa and his team have brought that same feeling of guidance and safety to the wealth of their clients. Now, with locations in El Segundo, California, and Denver, Colorado, the mindset behind the lifeguard stand still rings true in their firm.
Trust in our expertise as your strategic advisors to navigate your financial journey with confidence.
Our Path to Retirement
Your Wealth in Safe Waters
At Strandlife Wealth, we represent a select group of individuals through our private client services in the design and implementation of their financial plans. Our process starts with understanding the unique circumstances of each client’s situation, building the plan, and continually monitoring it throughout our relationship.
Strandlife Wealth also works with key management employees and executives through our corporate client services. We strategize to meet these needs with professional attention paid to the unique tax issues and opportunities that face this group.
We have a suite of services that can handle almost any circumstance from start to finish in a comprehensive and efficient manner.
Investment Management
Individually Tailored Financial Plans
Our financial lives have two different phases. The accumulation phase: working hard and taking calculated risks in the pursuit of generating certain income and assets; and the distribution phase: preservation of capital and generation of appropriate income.
Whatever phase you are in in your life, we will put together a proper plan based on your needs and individual goals.
Financial Planning
Designing & Implementing Effective Structures
Most people desire the orderly transfer to their beneficiaries of the wealth they have accumulated over their lifetime. Also important is the transfer of these assets in a way that preserves the values and wishes of the individual transferring the assets and maximizes the ultimate gift by minimizing the portion lost to taxes.
At Strandlife Wealth, we assist clients in designing and implementing effective structures to transfer the wealth they have spent a lifetime creating.
Tax Services
At Strandlife Wealth, we understand that taxes are a major aspect of financial decisions. If we don’t address them with a solid strategy, it can result in overpayment of taxes and diminished investment returns. Our trusted advisors help you preserve your wealth by identifying and minimizing potential tax liabilities.
The most effective financial plans are the ones that include tax-planning strategies to overcome these obstacles.
Retirement Planning
A Plan Built by Experts
Our financial advisors will maximize your tax benefits in retirement, ensure that you have enough money to live on, regardless of how long you live, and design structures to ensure you maximize the transfer of wealth to the next generation.
Once the plan has been discussed, it’s our job to put the work in and design a retirement plan that makes sense not only for you but for your loved ones as well.
Insurance Planning and Policy Reviews
Risk Management Services
At Strandlife Wealth, we are proud to offer a comprehensive range of Insurance Planning and Policy Reviews to our esteemed clients. Our team of experienced professionals specializes in analyzing and evaluating insurance options, including life, disability, medical, and long-term care coverage. With a meticulous approach, we conduct regular policy reviews to ensure your coverage remains up to date and aligned with your evolving circumstances.
Business Exit Planning
If you’re a business owner, you’ve probably thought of what you ultimately want to see for your business when you’re retired or just want to move on to a different project.
Structuring a proper business succession plan takes a knowledgeable team of advisors to help you implement a strategy to avoid taxes, maximize benefits, and mitigate any potential risks. As a Certified Exit Planning Advisor, Strandlife Wealth Management will be able to assist with every facet of the transition, working closely with your CPA and attorney in structuring the best strategy for your succession plan.
Why Strandlife Wealth Management
Hear From Our Clients
“Parsa was very thorough in explaining the pros and cons of all the investment recommendations. Very honest and ethical financial advisor. Helped us get an estate plan as well.”
“I’ve been working with Parsa and his team at Strandlife for over a year now. Highly recommend for investment management and insurance needs.
They provided a very personable approach and thorough strategy for all of my investment and planning needs.”
“My family and I have been working with Strandlife Wealth Management for years and have an amazing experience. Parsa and his team are supportive, insightful, and always make themselves available. I can’t recommend them enough!”
“Parsa and his team helped unwind quite a bit of stress for my wife and I. We were able to get a living trust for our family, a tax plan implemented, and the fees on our investment portfolio sliced in half with ultimately the same performance. Highly recommend Parsa and his team at Strandlife.”
“Parsa and his staff were great! Parsa sat with me a 3 times before we did anything with my retirement portfolio, but after he earned my trust and explained everything in detail to me and answered all my questions. I rolled my retirement account into his firm. Very happy with our plan, highly recommend!”
“Attention to detail!!! Strandlife was a pleasure to work with and would highly recommend them for anyone looking for a no nonsense but honest financial advisor.”
Retirement & Financial Resources
Download Our Complimentary Guide
Legacy and Estate Guide
Understanding The Basics
Estate planning is an important part of retirement planning for many reasons. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
