Selecting a wealth manager is an important move. We’d love to dig deeper into what you’re looking for, and what it means to have a firm of our caliber working for you.

To get started, send a note to one of our firm leaders. Or, if you prefer, fill out the simple form below. We look forward to hearing from you.

Jeff Glassman

Chairman

j.glassman@ccmwealth.com

Susan Wolf

Managing Director

s.wolf@ccmwealth.com

Tom Giddings

Senior Vice President

t.giddings@ccmwealth.com

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Los Angeles

601 South Figueroa Street, Suite 2000
Los Angeles, CA 90017-5726
Tel 213-629-7500 Fax 213-629-2990

Orange County

20 Pacifica, Suite 450
Irvine, CA 92618
Tel 949-534-4147 Fax 949-488-2690