The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

CONNECT

Address:

10877 Wilshire Boulevard17th Floor
Los Angeles, CA 90024

Phone:

Jim: 310 443-2557 Charlie: 310 443-2556 David: 310 443-2547 Katrina: 310 443-7591 Hannah: 310 443-2544

Fax/Other:

310-824-5214

About our Team

Our Philosophy

It’s all about you. Where are you headed? 
 
Our guiding principle is to help you - our clients - make investment decisions based on what you're trying to accomplish in life. Investment decisions must be made in the context of what you aim to accomplish.
 
In other words, what's your "big picture" and how can we help you get there? 
 
Your finances can be a tool of empowerment. By addressing the different pillars of financial stability together, we demystify and guide you through the process of setting up a plan. Our aim is for you to feel secure and content and know that you are capable of accomplishing your dreams.
 

Our Strategy
 

1. We help you create a Vision, a statement of what you want the future of your organization to look like.

  • This first step is the most difficult and time-consuming. You will be asked to give some thought and effort to painting a picture of your ideal future situation. It’s the ultimate destination of where you are going. You will have to ask yourself, not only “what” and “where,” but also “why” questions. We will probably bring up issues you rarely think about. In accomplishing this first step, we and you will have the context, the basis upon which future decisions will be made. Your strategy is built upon your Vision.

2. We develop a Strategic Plan that supports your Vision.

  • Once we have a clear Vision of where you are heading, we will be able to develop a strategic plan, a “roadmap” to your destination. 

3. We help you implement your Strategic Plan.

  • Plans without action are just words. We work with you to implement the parts of the Plan that are within the scope of our capabilities. If the plan calls for the advice of your attorney, tax accountant or other professionals, we will work with them to help coordinate all aspects of the strategy.

4. We regularly monitor, evaluate and review your Strategic Plan.

  • In life, change is inevitable. In the financial markets, change is constant. For this reason, we keep track of your Plan’s performance on a regular basis. Depending upon the complexity of your situation, we will conduct reviews annually, semi-annually, or quarterly—whatever is needed to keep you on course. 

5. We take action appropriate to the changing circumstances.

  • When we see that changes need to be made to your Strategic Plan, we consult with you and make the necessary decisions. This might involve rebalancing your portfolio allocations, raising more cash to cover living expenses, perhaps even adjusting your long-term destination. These adjustments allow all of us—you and our team—to stay in alignment and keep you moving toward your ultimate Vision for your organization.

Our Capabilities

We work in each of the areas of wealth management:

  • Planning
  • Asset Management
  • Access to lending and banking services through Wells Fargo affiliates
  • Risk Management
  • Securities
  • Estate Investment Planning
  • Business Services
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals