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Wealth Management

that provides


At Sorensen Wealth Management, we work with highly successful business owners, and wealthy families to establish an investment and advanced plan that addresses concerns beyond investing.  Our Advanced Plan focuses on Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving strategies. . Based in Westlake Village, California, our independent, customized solutions establish trusted relationships with clients across the United States.

Our philosophy is simple: Client First. 

 We believe acting in the best interest 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 & wealth management
Ready to Work for 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.

Building Sorensen Wealth 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.

Jeff Sorensen, BFA™ Photo

Jeff Sorensen, BFA™

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Jeff Sorensen, BFA™ Photo

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.

To me, family is everything, and I was taught early on, that it can be the source of incredible joy, as well as, unbelievable sorrow. My mom had me at the age of 16. While my parents were divorced before my mom turned 18, I luckily had some incredible people in my life that helped to shape and guide me. My maternal grandparents were the amazing and influential role models for me. I was inspired to help people with their finances because of the pain that I saw them experience through poor monetary decisions. They had plenty of money when they sold their farm, but because they did not take into consideration, inflation, taxation and good growth rates, they died with very little money. While I don’t necessarily believe that money equals happiness, I do believe it can provide a level of security and peace of mind that further allows us to focus on growth, contribution and love.

When I entered the business in 1986, I did it in an unconventional way. I did not work for a big brokerage company, but was independent from the start. I went door-to-door and helped people with term insurance and mutual funds. I did make many mistakes as I learned, but I also had the desire and drive to help people. If my grandparents had a great advisor in their life to help them  to navigate the economy, then perhaps they would have experienced more financial success. As a grandparent myself, I feel even more of an obligation to have a sound financial strategy in place so that I can  positively shape our future generation. I never want to be a financial burden to my children and grandchildren and believe my clients share the same view, which is why we work so well  together through wealth navigation.

I believe many of us desire to have a happy life and family. I am lucky enough to have three children, four grandchildren and an incredible soulmate for the last 36 years. I am appreciative of all the lessons that I learned on the farm, as it has shaped my view on  my business, since I understand hard work, dedication, uncertainty and flexibility. I embrace it all and try to experience growth, contribution and love for others.

Jenna Algire Photo

Jenna Algire

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Jenna Algire Photo

Jenna Algire


Jenna has worked as a Senior Registered Associate and Director of Client Relations at Sorensen Wealth Management since October 2005 and holds security license series 6 & 63 as well as her State of California Insurance License. 

Jenna’s passion and love for helping people is evident in the way that she interacts with our clients. She serves as first line of contact ensuring that they get the attention, information and assistance that they deserve.

Jenna and her husband enjoy traveling, hiking, dining and spending time with their, grandsons, nieces & nephews.

Shannon Sorensen Photo

Shannon Sorensen

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Shannon Sorensen Photo

Shannon Sorensen


Shannon has been a key member of Sorensen Wealth Management since 1986.  She is the Director of Community Relations for our firm. 

Shannon improves organization performance by enhancing business operation systems and organizational procedures and is involved in major strategic initiatives and projects of the company. 

Away from the office she enjoys spending time with her husband of 36 years, traveling, dining, hiking, boating and being “Mimi” to her four beautiful grandchildren.

We’re More Than Your Financial Consultant & Wealth Advisor

We've always believed in navigating our clients through a committed, comprehensive experience where we focus on understanding their goals and needs.  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 too 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

SWM Platinum Process


We'll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.


We will develop a proposal to share with you our finding and provide recommendations and strategies for you to review.  


We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.  


We'll regularly review the progress of your plan and changes in your life, then make adjustments as needed. 

Reaching Your Financial Goals in a Comprehensive Approach

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.  

Access to Industry 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.

it's time to put Your Money to Work

Take Our Risk Assessment Quiz

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

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Active Investing

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.

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Passive Investing

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. 

Learn more about passive income.

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Tactical Investing

We follow a 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.

Expert Financial Tips and Wisdom

Begin Receiving my Newsletter and other valuable insights.  Monthly we’ll dive into new topics for insights about money, life and investing.

It’s part of my commitment to helping my clients and friends grow and learn.

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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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Questions or comments for us on how we can serve as your financial or investment advisor? We’d love to hear from you.

Complete the form below so we can discuss your planning and investment goals.

2535 Townsgate Road #213
Westlake Village, CA 91361