At Clay, Malek, & Northam Wealth Management we work with our clients as knowledgeable and trusted financial advisors to assure them that their unique objectives will be met through all stages of life.
Our customized approach to our wealth management services is a simple one - one that's built on a personal relationship with the client and shaped by an understanding of their financial needs and aspirations. We realize that no two clients are alike which is why we strive to provide the best investment strategies to best address each client's individual needs.
Choosing the right professionals to help manage your wealth is one of the most consequential decisions you will ever make. Our strong commitment to service excellence, combined with a powerful independent platform, top industry credentials, and a promise to always act in the best interest of our clients are what differentiate us from our competitors.
In today's challenging investment climate, never has it been more important for an advisor to provide their client with consistent communication and accessibility. We make it a priority to take the time to meet with our clients as often as needed to ensure they have a thorough understanding of their situation and of the investment strategies that we are providing to them. We return every phone call and respond to every email as soon as possible. This high level of service has proudly earned us the trust and loyalty of our clients throughout the years.
By being independent financial advisors with LPL Financial, we are able to offer our clients the unique advantage of truly personalized and unbiased advice. LPL Financial does not offer any proprietary products so there are no quotas to be met. This allows us to make sound financial recommendations based solely upon each client's individual situation.
Please do not hesitate to contact our offices to see how we can be of value to you.
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Sherman Oaks, CA15233 Ventura Blvd., Ste 220
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San Fernando Valley
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(818) 788-3222
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