Karl Schorr Wealth Management, LLC

Grow, Protect, Give Financial Planning isn't about spreadsheets and statements. It's about helping real people achieve real goals and dreams.

WHO WE ARE We are an independent financial-planning firm serving clients in Southern California and across the country. We accept the fiduciary responsibility of assisting you in the management of your financial affairs. Fiduciary is a legal term for "a person to whom the property or power is entrusted for the benefit of another." Many financial advisory firms do not hold themselves out as fiduciaries due to the conflicts of interests inherent in their business models.

WHAT WE DO We are paid to give advice, not sell a product. We do not accept compensation from the sale of investment products, or any third-party referral fees. Our only compensation comes directly from our clients. Our motivation is aligned with yours in helping you reach your financial goals. We make an effort to return calls and e-mails as soon as possible and certainly within 24 hours. We are committed to being a long-term partner with you as you move through life's transitions. We strive to be regarded by our clients as an eminently trusted adviser.

WHO WE SERVE Our firm is dedicated to helping you grow your wealth and protect what you have worked to build. We serve families, individuals, trusts, and estates. Many of our clients are from multiple generations within families.

Gone, Not Forgotten. This Memorial Day, we honor your courage and love for our country. #memorialday