Your Wealth Management

We sit at the intersection of wealth planning, your business, and family.

Coordinated guidance across the areas that complete your financial picture.

Mainstream Capital

Tax mitigation strategies

Trust & Estate & Family Law

Investment Management

Wealth Management for select families & individuals who’ve already achieved success and need guidance for what’s next.

We address the complete picture using a multidisciplinary approach. Institutional level strategies for established families & business owners who value independence & personal attention.

A stock image of a couple looking at a pc, illustrative of Mainstream's HNW and comfortable Los Angeles clients who need wealth management that transcends the normal.

A stock image of many generations of an asian family enjoying free time together, illustrative of Mainstream's HNW and comfortable Los Angeles clients who need wealth management that transcends the normal.

60

+

Combined Years of Experience

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Who We Are

Innovative by Design

Mainstream Capital was founded by a vision to bring unique tax, legal and institutional level management directly to clients that transcend traditional wealth management firms. 

The best solutions emerge when we challenge conventional wisdom to create new patterns for your success.

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What We Offer

Financial Services

We tackle the complexities that conventional advisors often miss, from institutional-caliber investment strategies to family dynamics that influence wealth decisions.

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Investment Strategy

Institutional approach applied to personal portfolios.

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Family Office Services

Managing everything from real estate, risk management to household staff.

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Estate Continuity

Wealth and legacy planning that incorporates both financial and family dynamic.

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Business Intelligence

Strategic guidance for entrepreneurs at every stage.

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Four-Dimensional Thinking

We sit at the intersection of tax, investments, law, and emotional intelligence. You can’t untangle one without affecting the others, so we address all of them together. The interconnectivity of these disciplines is the genesis of unique solutions that are specific to our clients. 

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Freedom from Constraints

As an independent RIA, we work without institutional bureaucracy, corporate politics, with full transparency to achieve our client’s goals.

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True Partnership Structure with our Clients

Our success depends entirely on your success.

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Why Choose Us

The Unwritten
Rules of Wealth

Money decisions aren’t just numbers, they’re deeply emotional. We integrate this key metric/consideration into our client’s process.

See if we’re a fit