Financial Advisors serving
Brea, CA
Wealth Enhancement provides financial management, advisory, and retirement planning solutions.
Meet with Us
Location
10 Pointe Dr., Suite 100
Brea, CA 92821
Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| Mon: | 9:00 am – 4:00 pm | |||
| Tue: | 9:00 am – 4:00 pm | |||
| Wed: | 9:00 am – 4:00 pm | |||
| Thu: | 9:00 am – 4:00 pm | |||
| Fri: | 9:00 am – 4:00 pm | |||
Wealth Enhancement offices may close early on Fridays between Memorial Day and Labor Day. We recommend calling the office at the number above to verify Friday hours during the summer.
Trusted Wealth Management in Brea, CA
Serving the greater Brea, California area, our team provides personalized wealth management and financial planning for individuals and families. We build long-term relationships with our clients, often working across generations to provide tailored financial guidance as their goals, priorities, and needs evolve.
To meet with an advisor, please schedule an appointment in advance. Other times and locations for appointments can be arranged with prior notice.
Soler-Conklin Team
Contact TeamComprehensive attention to what matters
Our Brea, CA team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.
Additional individual & business services
Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.
Advisors supporting this office
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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