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Schomer Estate & Wealth Advisors

Los Angeles Estate Planning and Elder Law Attorneys

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Estate & Wealth Advisors

At Schomer Estate & Wealth Advisors, we understand that financial planning and estate planning go hand in hand. Our firm is dedicated to helping families and individuals align their financial strategies with their long-term estate planning goals. As an Investment Adviser Representative (IAR) for Integrity Advisory Solutions, LLC, we take a holistic approach to wealth management, ensuring that your financial confidence is structured to support both your lifetime needs and the legacy you wish to leave behind.

Comprehensive Planning for Generational Success

Planning for the future is about more than just managing investments—it’s about creating a strategy that preserves wealth, supports your family’s long-term financial security, and aligns with your core values. At Schomer Estate & Wealth Advisors, we work with clients to integrate financial planning with estate planning to address a broad range of needs, including:

  • Retirement Planning – Ensuring that your retirement savings align with your long-term financial confidence goals.
  • Investment Strategies – Developing tailored investment approaches that reflect your risk tolerance and financial objectives.
  • Wealth Transfer & Legacy Planning – Structuring your assets to support future generations in a tax-efficient manner.
  • Income & Tax Planning – Helping you plan for income needs while considering tax-efficient strategies.
  • Asset Protection1 – Coordinating legal and financial strategies to safeguard your wealth.

Our Four Pillars Approach to Investing

At Schomer Estate & Wealth Advisors, we follow a Four Pillars approach to investing, which serves as the foundation of our wealth management strategy:

  1. Invest in Stocks & Bonds – Building a diversified2 portfolio tailored to your financial goals.
  2. Diversify Globally – Expanding opportunities and reducing risk by investing across international markets.
  3. Rebalance 3– Maintaining the right asset allocation2 by adjusting investments as needed.
  4. Minimize Cost & Manage Taxes – Implementing strategies to reduce expenses and protect your legacy.

A Coordinated Approach to Estate & Financial Planning

Many families struggle with fragmented financial and estate planning that can lead to unintended consequences. Our integrated approach ensures that your financial plan aligns with your estate plan, minimizing inefficiencies and maximizing the benefits for you and your heirs. Whether you are establishing a trust, planning for retirement, or managing wealth across generations, our team will guide you through the process with clarity and expertise.

Personalized Solutions for Every Stage of Life

Every client’s situation is unique, which is why we take the time to understand your specific financial goals, estate planning needs, and family dynamics. By combining legal and financial strategies, we help clients gain confidence in their future and make informed decisions about their wealth.

At Schomer Estate & Wealth Advisors, we are committed to providing knowledgeable and ethical guidance to help you navigate the complexities of estate and financial planning. Contact us today to learn how we can help you create a well-rounded plan for your future and your family’s legacy.

Legal services provided are separate from the Securities or Advisory services offered through Integrity Advisory Solutions, LLC. Schomer Wealth Advisors, LLC., DBA Schomer Estates and Wealth Advisors, does not offer tax advice. Please consult the appropriate professional regarding your individual circumstance.

  1. Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy. ↩︎
  2. Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. ↩︎
  3. Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. ↩︎