California/Western Region
Our experienced, local advisors are committed to providing custom strategies designed to meet your evolving financial needs, when and where it’s most convenient for you.
Advice and guidance from a team you can trust
Led by Wealth Market Leader Candice Nakagawa, our California/Western Region team provides guidance to successful individuals, families, and business owners throughout the region. Our goal is to create personal, trusted relationships that bring you confidence in your financial security. Email or call any of our advisors below to schedule a consultation to discuss your unique wealth management needs.
Meet Your California/Western Region Wealth Advisors
Los Angeles Address:
10250 Constellation Boulevard
Suite 2800
Los Angeles, CA 90067
Orange County Address:
650 Town Center Drive
Suite 800
Costa Mesa, CA 92626
Our Services
WEALTH PLANNING
Integrate your varied wealth management needs in a personalized and comprehensive plan, designed to evolve as you do
TRUST & ESTATE
Discover ways to help protect your assets, efficiently transfer wealth, plan for your business, and leave the legacy you desire
PHILANTHROPIC
Explore strategies that are designed to help benefit your favorite charity, your family, and your tax planning
SUCCESSION & EXIT
Execute a solid plan to pass down or sell your business that coordinates with your personal wealth planning goals
DIVORCE/MATRIMONIAL
Understand the many factors involved when facing a divorce, as well as ways to help protect your interests with prenuptial planning
TRUST & ESTATE SERVICES
Take advantage of the benefits trusts may provide as a key part of your estate plan
PERSONAL TRUST MANAGEMENT
Understand the many facets of efficient and prudent trust management, and how your beneficiaries can benefit from our skilled administration team
DELAWARE TRUSTS
Explore the many benefits of establishing your personal trust in Delaware, a state widely known for its favorable trust legislation
ESTATE SETTLEMENT
Learn about the significant responsibilities that come with settling an estate, and how a professional, experienced, and caring corporate executor can help ease the burden on your heirs
TRUSTEE SERVICES
Discover how managing generations of family wealth has given us considerable experience exercising fiduciary oversight on complex trust matters
UNIQUE ASSETS ADMINISTRATION
Learn how our specialized team can administer your interests in hard-to-value assets, such as closely held businesses, real estate, and mineral interests
INVESTMENT MANAGEMENT
Benefit from our longstanding fiduciary{{wt-d72*}} culture of putting clients’ interests first, which is reflected daily in our governance and guidance when we act as investment advisor.
OPEN ARCHITECTURE SOLUTIONS
Aim to strengthen your portfolio with our discretionary advisory services through both choice proprietary offerings and seasoned third-party boutique managers globally
DEEP INVESTMENT INTELLIGENCE
Access a team of more than 100 experienced professionals—including economists, strategists, researchers, and analysts— to carefully shepherd your portfolio through evolving economies and markets
LOCAL TOUCH WITH A BROAD REACH
Experience the personal attention of a dedicated advisor coupled with access to the market and economic views of our senior investment leaders
DISTINCTIVE, ECONOMICS-LED PROCESS
Rely on our economics-led, scientific, and disciplined investment approach that focuses on managing risk across various dimensions, reducing costs, and delivering access to institutional-quality solutions
PRIVATE BANKING
Experience our personalized approach in working to meet your financial needs, coordinated with your overall wealth management plan{{wt-d73*}}
CUSTOM CREDIT
Learn how our approach to lending can provide you with customized and flexible sources of funding to make significant purchases or achieve liquidity
SECURITIES-BASED
LINE OF CREDIT{{wt-d74*}}
Discover how this type of line of credit may offer quick access to liquidity by leveraging your eligible securities as collateral, providing funding for a variety of personal or business needs
LIFESTYLE FINANCING
Explore the options available when purchasing aircraft, yachts, cars, artwork, and other valuable collections, including financing for investment real estate properties for non-developers
CONSUMER LENDING
Obtain the financing and credit you require as a successful individual, including jumbo residential mortgages; home equity lines of credit; and signature credit cards
FAMILY OFFICE
Elevate your current advisory services with enhanced strategic and integrated solutions for your complex wealth management needs
CUSTOMIZED FINANCIAL
REPORTING
Gain ongoing insight into your financial picture with regular, personalized reports designed to help you make more informed financial decisions
MULTIDISCIPLINARY ADVICE
Using a series of assessments, we can analyze your plan to validate current thinking or identify areas of improvement and create a priority action plan
STRUCTURED WEALTH PLAN IMPLEMENTATION
Learn how we can coordinate and collaborate with your various advisors, maintain your wealth planning project list, and create accountability check-ins
VIRTUAL FAMILY OFFICE HOME
View your complete balance sheet through our digital platform, a secure personal document vault with customized access controls for family and advisors
Frequently Asked Questions
Yes. Our Boston-based professionals provide customized trust and estate planning strategies designed to preserve and transition wealth across generations. Our Boston-based team can also advise on the benefits of establishing a trust or business entity in this trust-friendly state.
You can schedule an appointment by calling our Boston office at (617) 457-2000. Our team will work with you to arrange a convenient time to meet with one of our experienced professionals.
Yes. Wilmington Trust is a subsidiary of M&T Bank, combining personalized client service with the resources and financial strength of a leading U.S. bank.
Our office is located at 115 Federal Street, Boston, MA 02110. We encourage you to contact us for directions or assistance with planning your visit.
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How can we help?
We're here to help you support your business and personal financial goals with experience, insight, and guidance tailored to where you are in your journey.