The Gilman-Waltzer Team
Serving the greater Los Angeles, CA, area.
Talk to the team
Location
Los Angeles, CA, 90024 (310) 734-4740
A team behind every plan
We are an LA-based RIA made up of thorough, thoughtful financial planners with none of the artifice or intimidation you might find at other firms. We focus on hands-on financial, estate, and tax planning, combined with investment management. Each client’s portfolio is managed to pursue their personal financial goals. We serve individuals, families, trusts, and businesses (including pension plans) that seek professional advice, and we have experience with business owners, professionals, and same-sex couples. We pride ourselves on forging close, committed relationships with our clients as we help them plan for the future, reduce taxes, and simplify their lives.
Meet Our Team
Awards & Recognition
View All2026
InvestmentNews $100M Club: Top Female Advisors (2026)
2026
AdvisorHub 250 RIAs to Watch (2026)
2026
AdvisorHub 200 Women Advisors to Watch (2026)
2026
InvestmentNews Top Financial Professionals (2026)
2025
InvestmentNews $100M Club: Top Female Advisors (2025)
2025
Five Star Wealth Manager (2025)
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Los Angeles, CA
10960 Wilshire Blvd Suite 405
Los Angeles, CA 90024
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Los Angeles, CA
Los Angeles, CA 90024
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
View All18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
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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