Southern California Wealth Management Associates

Southern California Wealth Management Associates is a registered investment advisor based in Rolling Hills Estates, California, founded in May 2024 and led by Terry Tin Sing Tang. The firm provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance, operating with the authority to make trades without asking first. Southern California Wealth Management Associates builds personalized investment strategies utilizing mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products such as annuities, equities, exchange-traded funds, inflation-linked bonds, non-U.S. securities, and private placements. In addition to investment management, representatives of Southern California Wealth Management Associates may offer commission-based insurance products and securities through outside business activities, creating potential conflicts of interest that the firm addresses through its obligation to act in the client's best interest.