Broker Check

Michael McCullough

Michael McCullough

562-799-5553
info@beachwealthmanagement.com

Beach Wealth Management is centrally located in Southern California.

When it comes to addressing financial goals and objectives, finding the right advisor is a critical decision.  Beach Wealth Management offers the opportunity for a no-cost consultation to see if we are right for each other!  That's right, we are selective and you should be too.   

Some questions you should ask a potential advisor:

  • What is your process?
  • What are your areas of expertise?
  • What are your fees?
  • What is your availability?
  • Am I locked into a contract?

Beach Wealth Management is committed to a high level due diligence, service and communication with and for our clients and some reasons we choose not to work with clients are as follows:

  • proximity 
  • product
  • expectations

We are happy to help find the right fit for anybody looking for the best advice and maintain referral relationships with Advisors nationwide.