Sorensen Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sorensen Wealth Management is a financial services firm based in Westlake Village, California, serving primarily first-generation wealth creators such as business owners and executives. The firm emphasizes aligning wealth with the health of clients’ families, businesses, and relationships, aiming to reduce financial noise and improve coordination among advisers. Its five-step SWM Wealth Navigator outlines a process that starts with an initial connection and diagnostic assessment, followed by collaboration with tax, legal, and estate specialists, and culminates in an advanced plan and regular reviews to maintain progress. The organization positions itself as helping clients gain clarity, reduce taxes, and achieve peace of mind by treating the client’s wealth as a central asset that supports a purposeful life, regardless of market conditions.

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