Our mission at WealthSource is to do what’s best for the client.

We never stop listening — and always stand ready to guide you through changes in your goals, circumstances, and the world at large.

Financial Planning Services for Individuals and Families

Our comprehensive financial planning services bring together all aspects of your financial life, from investment management, taxes, and estate planning to retirement, asset protection, and charitable giving.

Goals

Investments

Income Taxes

Social Security Planning

Education Planning

Estate Planning

Asset Protection

Charitable Giving

“You have power over your mind — not outside events. Realize this, and you will find strength.”

- Marcus Aurelius, Meditations

Financial Planning Services for Business Owners & Entrepreneurs

As a creator of one or more businesses, you don’t intend to rely upon 401(k) accounts as your only exit strategy. Your business is a key part of your net worth, a significant investment, and a potential source of future financial security. WealthSource can combine your business and personal life into one big picture — to empower you to make the best choices, leverage your hard work, and position you for success in every way that matters.

Cash Flow Planning

Risk Management

Investment Management

Business Valuation

Succession and Exit Planning

Tax Planning

Local Presence, National Reach

1230 Rosecrans Ave, Suite 300 Manhattan Beach, CA 90266

805-441-6312 Meet Your Advisor

Jason Zivich is an Independent Wealth Advisor with WealthSource® Partners. After working for over a decade at the large wirehouses, Jason knew he wanted to create a wealth management experience that allowed his clients the flexibility and freedom each of them should have when deciding on their investments. He takes a curated approach with each client, and ensures their financial portfolio is tailored to each of their individual needs and goals. Jason understands there’s much more to being a quality financial advisor than just overseeing client investing, and that bespoke planning should take a holistic approach. Some of his areas of expertise include Retirement Planning, Estate Planning, Tax Planning, Family Gifting, Philanthropy, Home and Investment Property Purchases, College Savings, and more. Jason’s attention to detail is what differentiates him as a full service financial advisor and not a traditional stockbroker.

Jason received his Bachelor of Science degree from the California Polytechnic State University, San Luis Obispo. Outside of the office, he enjoys spending time with his family in Manhattan Beach (wife Diana, son Haines, and furry son Fred), being active and playing sports, and finding ways to serve those in need in his community and throughout the world.

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JASON ZIVICH

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.