General Info

Tend Wealth is a financial planning firm in Sherman Oaks, California that provides a wide range of financial services to individuals and businesses. The firm was founded by two experienced financial advisors, and has since grown to become a trusted advisor to many families in the Sherman Oaks area. Tend Wealth offers a comprehensive suite of financial services, including portfolio management, retirement planning, risk management, estate planning, education planning, and insurance. The firm's experienced advisors take a holistic approach to financial planning, and work with each client to develop a personalized plan that meets their unique needs and goals.