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Make Us Your Platinum Wealth Navigator

Innovative solutions to help you navigate the investment & wealth management landscape

At Sorensen Wealth Management, we instill high net worth businesses, individuals and families with confidence in investment consulting, wealth protection, wealth enhancement and charitable giving. Based in Westlake Village, California, our independent, customized solutions establish trusted relationships with clients across the United States.

Our philosophy is simple: Client First. 

As a FIDUCIARY we believe serving the interests of our clients is a privilege and there is no better way of upholding the highest standards and values than to put their needs ahead of our own.


A Legacy of Financial Planning
Ready to Work for You


Building Our Company to Better Serve Our Clients & Alliances

Sorensen Wealth Management has been independent from day one, with no reliance on brokerage houses to tell our clients what products to use. We began with mutual funds and term insurance in 1986 and built our business one client and one referral at a time, including referrals from strategic alliances. Over the years, we have been very fortunate to work with many businesses, individuals and families, many of which have been with us for over 25 years.



Leading Sorensen Wealth Management is Jeff Sorensen.......

Long gone are the days where you work for the same company for 30 years, retire with a good pension and a fancy watch. Our generation is faced with longevity risk, financial insecurity and rising health care costs. To be able to navigate through the risks and rewards that the new economy has presented, requires skill, patience and hard work. More than ever, our beliefs about how things should work are being challenged. With that comes the underlying opportunity to reexamine our own beliefs, actions and pathway to freedom and happiness.

Growing up on a farm in Idaho, I gained a unique perspective on what is important in life. I was taught to work hard at a young age and given responsibilities that helped me to develop a  commitment to finish the job while being creative and efficient with my time and resources.

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We’re More Than Your Financial Consultant & Wealth Advisor

We've always believed in navigating our clients through a boutique experience that makes their feelings paramount. When we meet with potential clients, we not only have a process spelled out with holding meetings and developing their portfolios, but we also stress that if we decide to work with one another, that we build relationships on the foundation of trust and respect. We also really try and have a good time.  Life is to short not to have fun!

We believe that by learning and reviewing all of our clients' financial situations and values, we can best be prepared to direct them through their challenges and deliver the solutions they need to attain their goals.

Contact us to learn more about the SWM experience

Reaching Your Financial Goals in a Methodical Way

During our initial discovery meeting we will ask many questions to help understand what’s important to you. Because of the complex connections involved in all aspects of financial planning we will use a mind map to help you get a visual understanding of your current situation. If we judge the relationship to be mutually beneficial, we will prepare our investment plan that diagnoses your current situation and recommends what steps will assist in reaching your financial goals.

Our investment planning meeting is designed to share our findings with you and give you some time to review our recommendations.

During our mutual commitment meeting we will agree on what strategies to take. Our cash flow analysis plan will help guide you toward accomplishing your goals.

We will access our professional network or work with your existing advisors to evaluate all aspects of your financial situation and devise appropriate solutions.

Finally, during our ongoing review process we will bring you in for consultation and work together on your financial needs that are most important to you.  

Your Needs Come First with Us

At Sorensen Wealth Management, we follow a client-first approach at all times. We always strive to understand your desires regarding how we can best serve your wealth management and financial planning needs. We establish deep, long-lasting relationships with clients that are built on trust and confidence.

Putting Your Money to Work

What is Your Risk Number?

We offer clients three different styles of management. All are customized to meet your unique needs and are based on your financial goals.

Active 

Many investors prefer to own stocks and bonds where professional money managers are watching when to buy and sell rather than an index that includes good and bad opportunities. This approach helps to reduce risk and sets a specific benchmark for your portfolio. We reverse engineer the risk and return and then allocate appropriately. There could also be times when we will not be fully invested and may hold meaningful cash positions as market conditions and fundamentals shift.

Passive

We perform an asset allocation and risk assessment relying on mutual and exchange-traded funds (ETFs). This strategy follows the markets over the long term and will not necessarily react and respond to their fluctuations every day or week. 

Tactical

Four-Step Investment Process:
Research, Respond, Advance & Protect  We will adjust your asset allocation appropriately as we follow trends in order to fully take advantage of recent changes within the markets.

Access to the Country’s Top Experts for Financial Matters Swiftly


To broaden the insights we offer our clients, we rely on the expertise of a network of CPA's, attorneys and insurance professionals from across the United States. This group of vetted professional specialists serve as trusted advisors to our clients and answer questions quickly and respectfully.

If you would like to know more about these professionals and how we work with them, contact us to set up a meeting.

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As your financial and investment advisor, we stay in constant contact with clients through our weekly e-newsletter.  Sign up below to get the latest news that affects your wealth, including information on the stock market, retirement planning, long term care and life and disability insurance.

               

                   By submitting this form, you are consenting to receive marketing emails from: Sorensen Wealth Management, 2535 Townsgate Road, Suite 213, Westlake Village, CA, 91361, US, http://sorensenwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.                                    

           

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Financial planning and wealth management strategies can be confusing and change frequently due to new developments and trends. Cut through all the clutter by checking back here for information that clarifies what is happening with your investments.


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LOCATION
2535 Townsgate Road, Suite 213
Westlake Village, CA 91361


PHONE
805-379-9870

FAX
805-426-8997

EMAIL
hello@sorensenwealth.com