Lord & Gladden Wealth Advisors, LLC has partnered with trusted professionals to provide these services to our clients.

Administrative
Services
Travel
Services
 Real Estate
Services
Secured Document
Storage
Alternative Investment
Review
Tax Planning
Services
Legal
Services


Administrative Services

  • Bill Pay
  • Bookkeeping
  • Collection and filing of your administrative documents
  • Payment of invoices and taxes, and arranging tax compliance

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Travel Services

  • Personal & Business accommodations
  • Custom Trip itineraries
  • Hotel, Flight, Vehicle reservations worldwide
  • Travel reward point management
  • Car/ Limo transportation to and from airport

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Real Estate Services

  • Real Estate Advisory
  • Analyze and Create a property portfolio
  • Coordinate the acquisition and liquidation of real estate
  • Real estate financing/mortgages
  • Evaluation of 1031 Exchanges and risk association

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Secured Document Storage

  • Document & record management
  • Electronic & Hard Copy storage in secure Fire-Proof location
  • Documents are stored without cloud access to avoid unauthorized access

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Alternative Investment Review

  • Merger & Acquisition Advisory
  • Support with IPO
  • Structured Finance
  • Recent Examples

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Tax Planning Services

  • Double-tax treaty planning for family-owned companies and real estate
  • Local and international tax advice
  • Fiscal company migration
  • Preparation of tax returns

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Legal Services

  • Patent development cooperation
  • Trademark development
  • Handling Trust litigations
  • Resolve copyright and licensing issues

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Location

1380 El Cajon Boulevard, Suite 212
El Cajon, CA 92020
USA

Contact Info

Phone: 888.899.1439
Fax: 619.312.2785
info@lgwealth.com