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6303 Owensmouth Avenue, 10th Floor, Woodland Hills, CA 91367

(818) 936-3900
contactus@envisagewm.com
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Clarity in a Complex Financial World

We help you navigate complex financial decisions with a clear, tax-efficient strategy so you can live with confidence today and create your wealth for tomorrow.

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Helping Visualize a Future That Excites You

Helping Visualize a Future That Excites You

With decades of experience, Alfonso and Robert founded Envisage Wealth Management to provide independent, transparent financial planning based on fiduciary values. Their approach is rooted in integrity, education, and a commitment to helping individuals, families, and businesses build a meaningful legacy. They prioritize your unique goals and empower you with personalized strategies to help you make informed financial decisions.

Financial Confidence Starts with a Comprehensive Plan

Financial Confidence Starts with a Comprehensive Plan

We take a holistic, tax-savvy approach to financial planning, helping you align your assets with the future you envision. Our process is built on transparency, strategic experience, and a commitment to guiding you through each financial milestone with clarity and confidence.

Proven Strategies, Personalized for You

Our team brings decades of financial experience, industry knowledge, and a client-first approach to help you make informed decisions with confidence.

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Financial Solutions That Work

Our tailored financial services provide the strategies and support you need to navigate wealth building, retirement, and business success—all in one place.

Personalized Wealth Planning

From retirement planning to investment strategies and estate preservation, we help individuals and families align their wealth with their goals for a stable and fulfilling future.

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Strategic Business Solutions

We provide business owners with professional financial guidance, including 401(k) and profit-sharing plans, tax-efficient strategies, and succession planning to create long-term success.

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Wealth Planning, Built for You

Pre-Retirees & Retirees

Preparing for retirement or already retired? We help you make the most of your savings, manage distributions, and make sure your wealth lasts through every stage of retirement.

Business Owners

Running a business means making complex financial decisions daily. We help you optimize tax strategies, retirement plans, and business succession so you can focus on growth.

Medical Professionals

Balancing a demanding career with long-term financial planning? We offer specialized strategies to manage student debt, build wealth, and plan for a stable retirement.

Municipal Employees

Navigating pension plans and retirement benefits can be overwhelming. We simplify the process to help you maximize your hard-earned benefits and build lasting financial independence.

Waterfront Employees

With unpredictable income cycles, it’s crucial to have a financial plan that provides stability. We help longshoremen and waterfront workers build a stable future with confidence.

Special Needs Families

Caring for a loved one with special needs requires thoughtful planning. We provide strategies to protect assets, navigate government benefits, and create long-term financial stability.

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Financial Knowledge to Empower Your Future

Take control of your financial future with professional insights, tools, and resources designed to help you make informed, confident financial decisions.

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.
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Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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