Mosley Wealth Management, INC.

Mosley Wealth Management is a wealth management firm located in Anaheim, California, with additional meeting locations across the state. The firm assists clients with building, growing, managing, and safeguarding their wealth through personalized investment strategies and comprehensive financial planning. Mosley Wealth Management takes a top-down, macroeconomic approach to asset allocation, designing growth and fixed income strategies utilizing mutual funds, exchange-traded funds, individual bonds and stocks, and alternative investments. The firm manages both discretionary accounts, where trades are executed without prior consent based on agreed-upon strategies, and non-discretionary accounts, where client approval is required for transactions. In addition to portfolio management, Mosley Wealth Management includes financial planning as part of its services, covering estate planning, tax strategies, charitable giving, cash flow, retirement, and insurance reviews. The firm also offers consulting services for specific topics, business succession, and exit planning for business owners. Clients typically hold their assets at Charles Schwab & Co., and Mosley Wealth Management utilizes third-party technology platforms and risk-tolerance tools like Nitrogen to support its advisory services.