Welcome

Trusted Financial Advisory and Wealth Management Services

 

Geisbauer Wealth Management, located in Westlake Village, California, provides independent financial advisory services to clients across the United States.  Geisbauer Wealth Management offers the following services:

 

Investment Portfolio Management

Wealth Planning

Risk Management

Estate Planning

Tax Planning

 

Geisbauer Wealth Management was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services.  We are passionate about what we do and devote time and energy to the continued development of our profession.  Our goal at Geisbauer Wealth Management is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. 

Please consider Geisbauer Wealth Management for your financial needs and experience the difference for yourself.

Contact us today for a Free, No-Obligation Financial Review at (805) 558-8497. 

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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