Tax-Smart Wealth Management for Los Angeles' High-Net-Worth Families & Business Owners

Los Angeles is home to concentrated wealth in entertainment, technology, real estate, and closely-held businesses — much of it entangled with complex tax exposure: equity compensation, business sale proceeds, concentrated stock positions, and multi-state income.

Most LA-based investors already have a financial advisor and a CPA. The problem is that those two professionals rarely coordinate. Investment decisions get made without a tax lens, and tax filing happens without visibility into the portfolio.

At Di Bello Financial, both functions sit with one advisor. That means:

• Equity compensation (RSUs, stock options) evaluated for tax-efficient exercise and sale timing

• Concentrated stock positions diversified with a multi-year, tax-aware strategy

• Business owners’ retirement and exit planning coordinated with personal tax strategy

• One point of contact — the founder — for every financial decision, year-round

• High-net-worth families and individuals

• Business owners and founders

• Executives with equity compensation

• Retirees managing distribution and tax strategy

We work with a selective group of clients who place $1,000,000 or more in investable assets under our management.

Portfolios are built in-house using individual stocks, bonds, and ETFs — not outsourced models or mutual funds — giving Los Angeles clients full transparency and tax control over their holdings. Tax strategy is applied year-round, not just at filing time, so decisions are made with the after-tax outcome in mind from the start.