Personalized Goal Oriented Services for both Capital Growth and Protection: Wealth Management, Financial Planning, Portfolio Management, Retirement and Estate planning Each area of finance is important individually but managing them all collectively is one of the most important considerations in working towards your overall financial success. Our Principal Advisor Imran Jaffer with his over 20 years of experience in financial planning and out of the box personalized investment themes, supported by an experienced team of professionals in financial services can help you address all of your financial challenges by using a Total Wealth Management approach Imran Jaffer is a LPL Registered Representative with securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Disclaimer: •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
| Website | http://www.onetws.com |
| Employees | 3 (1 on RocketReach) |
| Founded | 2003 |
| Address | 146 Main St Ste 201, Los Altos, California 94022, US |
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| Industry | Financial Services, Risk and Wealth Management Group, Asset Protection and Estate Planning, Retirement Income Planning, Alternative Investments, Financial Planning |
| Keywords | Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Capital Growth, Investment Strategies, Financial Advisor, Wealth Preservation, Risk Management, Long Term Investing, Retirement Solutions, Estate Preservation, Tax Optimization, Financial Security, Investment Management, Asset Allocation, Legacy Planning, Personalized Finance |
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Imran Jaffer is the Chief Wealth Strategist- Founder, CEO of TOTAL WEALTH SOLUTIONS.
1 people are employed at TOTAL WEALTH SOLUTIONS.
TOTAL WEALTH SOLUTIONS is based in Los Altos, California.