Accelerate Your Success

Leading with experience, stability, and innovation, Wedbush is dedicated to securing your interests, strengthening your vision, and maximizing your financial success.

Financial Planning


When it comes to creating your life’s financial road map, choosing the right investment professional to help chart your course is the most important decision you’ll make.

Wedbush Securities Advisors are some of the most experienced investment professionals in the industry. They take time to listen and understand your financial needs while considering your individual preferences. Wedbush Advisors seek out and evaluate a wide variety of investment choices on your behalf, and ultimately develop strategies and solutions that put all the pieces of your map together.

Wedbush offers a wide array of first-class products and services based on proven investment concepts. Our sophisticated investment tools and professional resources allow Wedbush Advisors to customize a plan that will help meet your financial objectives.

We strive to provide our clients with exceptional customer service by developing a long-lasting relationship built on trust-- one that manages and guides your wealth throughout your lifetime.

Throughout the life of your plan, your Wedbush Advisor will:

  • Monitor your account, ensuring it stays aligned with your specific goals.
  • Communicate effectively and consistently to help you understand and feel secure in your investment decisions.
  • Provide intelligent, sound investment advice.
  • Provide relentless customer service.

With a Wedbush Advisor, you can feel secure and confident that you and your family will be well prepared for a fulfilling life and prosperous future.

To locate a Wedbush Advisor, click here.