Broker Check

5716 Corsa Avenue, Suite 100, Westlake Village, CA 91362

(818) 483-6611
info@lsawealth.com
Schedule a Meeting

HELPING YOU NAVIGATE FROM SUCCESSFUL CAREER TO A PURPOSEFUL RETIREMENT

Whether a few years from retirement, or already there, you will feel more self-assured with proper preparation and gentle guidance.

Free Consultation

INVEST SMART

MINIMIZE TAX

MANAGE RISK

OPTIMIZE VALUES

Filter out the noise

Feel the relief as you confidently embrace a road map that guides you.

Free Consultation

A SIMPLE AND CLEAR "3D" PROCESS

<strong>DISCOVER</strong>

DISCOVER

Where are you now, and where do you want to go?

<strong>DESIGN</strong>

DESIGN

A life strategy map to guide you

<strong>DO IT !</strong>

DO IT !

Implement your strategy

Getting started is simple

You can schedule a complimentary introductory consultation - Or - you can check out our Quick-Discovery Experience

Free Consultation

Meet Dr. Ruben

“The key to staying youthful, is to stay useful”

Daniel Ruben

Daniel Ruben, MD, MPH, MBA

WHO WE SERVE

<strong>Working Professionals</strong>

Working Professionals

Tax-efficient strategies to help grow your net worth

Learn more
<strong>Retirement Focus</strong>

Retirement Focus

Planning for durable income and your legacy goals

Learn more
<strong>Women &#38; Wealth</strong>

Women & Wealth

Master your investments with grace and confidence

Learn more

LET'S GET CONNECTED

Thank you!
Oops!