Wealth and Risk Management

Bryson Wealth Management has a wide variety of products and services to help you protect your wealth and manage your risk. With over 35 years of experience and a highly motivated team of individuals we strive to grow and protect your wealth while managing risk, as we will always provide only those services that are well suited to you. We offer products and services in the areas of estate planning, insurance products and annuities, and other more specific products.

Estate Planning

Estate Planning offers many benefits. First, it allows us to determine who, what, where, and how your assets will be transferred upon death. Secondly, it allows these assets to pass in the most efficient way possible. And third, it allows us to plan for expected taxation of assets by exploring alternatives that will provide cash to pay these taxes.

The process of estate planning requires many different areas of expertise to work together such as legal, financial and so on. With this in mind, we believe in a team approach to estate planning. This team approach allows several disciplines to work together in providing products, services, and direction in making your estate plan come alive. We work very well with an existing team, or if so desired, we can design one to help meet your objectives.

Investment Management

First, we work with the client to find out their own goals and objectives through a comprehensive fact-finding session. We, then take a team approach and leverage the varied skills of our team members to develop a plan based on each clients goals and dreams. From there, we work with our clients to prioritize the steps of the plan and begin the implementation phase of the plan. Perhaps the most crucial part of the process is monitoring the plan to make sure each life changing event is addressed and the plan is updated accordingly.

Insurance & Annuities
Because of our strong network of business partners we always seek to provide you with the most competitive rates on our insurance products. In addition you will always be able to find something that suits you as we have an extensive list of insurance products and annuities. Below are some of the more common types that we offer:

- Whole Life

- Universal Life

- Fixed Annuity

- Variable Annuity

- Variable Universal Life

- Term Life

- Survivorship Life

- Long Term Care

- Disability Income

- Key Man Insurance

Other Services
We offer many other programs to assist you in growing and protecting your wealth and managing your risk. We offer unique solutions in business continuity planning, providing key employees with disability income, and also in reviewing buy-sell agreements for your business. These are only some of the more common programs we offer, but if there is something more specific that you wanted don’t hesitate to contact us and we promise we’ll strive to find a solution that works for you.

Terms of Service | Legal Notice | Contact Us
Bryson Wealth Management | 3777 Long Beach Blvd., Suite 500 | Long Beach, California 90807 | 562-388-7721 | 562-435-5639 (fax)
Bryson Wealth Management makes no express or implied warranties (including limitation, any warranty or merchantability or fitness for a particular purpose or use) regarding information provided on this site. Any information, forms and applications are provided to users "as is". Bryson Wealth Management will not be liable to any user or anyone else for any interruption, inaccuracy, error or omission, regardless of cause, for the information provided on this site. California License Number 0C57214

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners(IFP), a registered investment advisor. IFP and Bryson Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may discuss and/or transact securities business with residents of the following states: CA, GA, LA, MA, NC, NJ, NV, OR, TX, UT, WA.