Cognitive Wealth Management
(818) 465-0210
tsamuel@wradvisors.com
Regardless of your life stage, income or goals, our team can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
We offer investments, access to insurance and comprehensive financial planning through Waddell & Reed. Whether you have basic needs or a more complex financial picture, I can help.
06/20