At StakePro Wealth Advisors, we believe genuine financial partnership stems from trust, transparency, and a shared vision for your future. We are more than advisors; we are fiduciaries dedicated to your prosperity.
Operating with unwavering honesty and ethical rigor, always in your best interest.
Leveraging deep market knowledge to create sophisticated, resilient financial strategies.
Providing bespoke advice and support tailored precisely to your unique aspirations.
Since our inception, StakePro Wealth Advisors has grown from a vision into a pillar of financial strength for high-net-worth individuals and families across Los Angeles. Our evolution is marked by continuous adaptation, client-centric innovation, and a steadfast commitment to delivering superior outcomes.
Founded over 20 years ago by seasoned financial veterans, StakePro Wealth Advisors began with a singular focus: to offer a level of personalized, fiduciary advice often missing from larger institutions. We've embraced technological advancements and expanded our services, all while maintaining the boutique, personal touch that defines us. From navigating market fluctuations to pioneering alternative investment strategies, our journey is a testament to resilience, foresight, and an unwavering commitment to our clients' financial well-being.
Our future vision is rooted in continued excellence – fostering even deeper client relationships, exploring new frontiers in wealth preservation and growth, and remaining a trusted partner in life's most significant financial decisions.
Our strength lies in our people. The StakePro Wealth Advisors team brings together diverse expertise, extensive experience, and a shared passion for empowering your financial journey.
CEO & Lead Wealth Strategist
With 25 years of experience, John specializes in complex estate planning and alternative investments. He is passionate about fostering long-term client relationships anchored in mutual trust.
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Senior Financial Planner
Jane is an expert in retirement planning and philanthropic advisory, guiding families through intergenerational wealth transfer with thoughtful and holistic strategies.
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Director of Investment Research
Mark leads our research into global markets and emerging opportunities, ensuring our investment strategies remain innovative and highly responsive to economic shifts.
View Full ProfileUnlike many in the industry, StakePro Wealth Advisors operates strictly as a fee-only fiduciary advisor. This means our advice is always unbiased, always in your best interest, and our fees are always clear.
We are legally and ethically bound to put your financial interests above our own. Period.
We receive compensation solely from you, based on assets under management or a fixed fee for service. No commissions, no hidden incentives.
You'll always understand what you're paying for and why. No surprises, just clarity.
We encourage you to ask any financial advisor if they are a fiduciary 100% of the time.
Our engagement model is designed around you. We don't just manage your wealth; we integrate seamlessly into your financial life, offering strategic guidance and support at every stage.
We work closely with your existing legal, tax, and insurance professionals, ensuring all aspects of your financial ecosystem are aligned and optimized. Our advanced client portal provides 24/7 access to your portfolio, statements, and financial planning progress, bringing unprecedented transparency to your wealth management experience.
As a Los Angeles-based firm, StakePro Wealth Advisors is deeply invested in the prosperity of our local community. We believe true wealth extends beyond financial assets to the well-being of society and the environment.
We believe in growing wealth responsibly, contributing positively to our world.