Westlake Village, California

Your retirement,
planned together

Start with a complimentary 60 minute meeting. We cover income, taxes, investments, healthcare, and legacy in one written plan.

Schedule a Conversation Explore Services
Who We Are

Our firm is built on
long-term relationships

Ensemble Private Wealth was founded on the belief that the families who need financial guidance most are often the ones served least. Our three founders each specialize in a different area and work together on your financial life.

Fidelity Investments Charles Schwab Certified Financial Fiduciary®
"The goal of planning is certainty: knowing that no matter what happens, you and your family will be provided for."
Fiduciary standard
We act as a fiduciary, which means every recommendation we make is in your best interest
Planned together
Income, tax, investment, legacy and healthcare decisions are planned synergistically
Institutional custody
Your assets are held at Fidelity and Schwab
Three founders
All three are part of your planning from the first meeting
What We Do

Five strategies in 
one plan

Income Planning

We will help ensure your expenses can be paid month to month, reliably and predictably, for the rest of your life

Income and expense analysisSocial Security maximizationInflation planningSpousal and survivor benefits
Investment Planning

Once your income plan is in place, we create an investment plan for the assets you will not need to draw from month to month

Risk analysis and assessmentPrivate investmentsIRA and 401(k) asset planningCustom portfolio constructionTactical asset management
Tax Planning

Any comprehensive retirement plan needs a strategy for addressing taxes

Roth conversion analysisTax minimization planningCharitable giving strategiesTax-loss harvestingWithdrawal sequencing
Health Care Planning

We create a plan to help protect you against rising healthcare costs

Long-term care planningMedicare planning and enrollmentHealth insurance bridge strategiesLTC insurance analysisHSA optimization
Legacy Planning

We plan ahead of time so more of the wealth you built stays in your family's hands

Life insurance analysis and reviewEstate planning coordinationTrust structures and beneficiariesCharitable legacy vehiclesBusiness succession planning
The Process

Our process,
step by step

Getting started

Laying the Foundation

We take in your full picture and build the plan that everything else rests on.

Every year

Getting Ahead of Taxes

Each year we take a close look at your taxes to find ways to improve your overall tax picture.

Every 90 to 120 days

Staying on Course

Your plan is never set and forgotten. We meet regularly and adjust as your life and the markets change.

Anytime

Your Planning Hub

One place to see all of your accounts together, feeding a written financial plan and tax strategy that stays updated in real time.

Interactive Planning Technology

Our planning software,
RightCapital

app.rightcapital.com/plan
RightCapital retirement analysis scenario comparison RightCapital plan snapshot with probability of success RightCapital tax strategy summary comparison RightCapital tax bracket calibration chart
Screenshots from a sample plan in RightCapital, the software we use with clients

We use RightCapital, a planning platform that lets us model your retirement income, taxes, investments and estate together.

Through your personal client portal, you can review your plan and try "what-if" scenarios at any time.

Request a Planning Demo
What the software shows
Retirement income modelingSocial Security optimizationTax planning and Roth analysisInvestment stress testingEstate and legacy scenariosSecure 24/7 client portal
Begin the Conversation

Schedule your
first meeting

A complimentary 60 minute meeting to talk through your goals and get your questions answered

Office
5743 Corsa Ave, Suite 109
Westlake Village, CA 91362
Hours
Mon to Fri
9:00 am to 5:30 pm

SMS program details

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