My Networking Pitch
Tax Saving Strategies | Retirement Plans | Custom-Built Investment Portfolios
Wealth Excel is a highly specialized consulting and investment advisory company providing wealth-growth solutions for profitable small business owners through comprehensive tax-saving strategies, precision retirement planning, and custom-built investment portfolios. Headquartered in Los Angeles, Ca, have over 30 years of combined experience serving the needs of high-income and high-net-worth clientele.