A Refreshing approach to managing your wealth
Comprehensive Financial Services
For Women And Families
Investments | Financial Planning | Family Office
Refresh Investments is a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA serving clients throughout the greater Southern California area and the United States.
Photo by Robert Bye on Unsplashed
Providing You with a New Experience
Our clients come from different backgrounds with their own unique stories. Many have successfully navigated challenging careers to build substantial wealth. Some are pushing the limits and broadening horizons. Most are enriching the lives of others. No matter their story, each wants to feel empowered and assured their assets are strategically invested to achieve their life's ambitions. Dissatisfied with the status quo and wanting more, they desire a personalized, high-touch experience with a trusted financial professional who understands them and will act as a steward for their significant wealth.
Whether they just received an inheritance, became divorced or widowed, experienced sudden wealth, or are about to retire, they share many similar concerns:
“What is my complete financial picture?”
“Is my investment strategy enhancing my life and others?”
“Can I leave a legacy and still inspire future generations?”
We are fee-only fiduciary advisors, which means no product sales, just solid financial advice.
Our mission is to transform your financial experience. To create a fresh new environment and unique approach that aligns your values with the wealth you’ve built and supports you in creating your best financial life.
Are you ready to begin a new experience?
“Investing with Purpose”
It begins with clarifying your vision of your future and your retirement, and then building a tailored financial plan and/or an investment strategy that is aligned with that future. Then we monitor, update, and continue advising using a proactive planning and investment process that adjust with life and market changes. Last but not least, we invite you to become part of our engaging community.
