We are PL Wealth Management, a close-knit team headquartered in Newport Beach, California. We work with clients throughout the United States, helping them identify meaningful goals for their lives and wealth. Together, we pursue your priorities, exhibiting a genuine desire to exceed your expectations. With the five members of our team, we unite our complementary strengths to simplify the many moving parts of your wealth. We strive to honor your values and intentions, doing everything we can to make your financial life easier and more cohesive.
Your wealth reflects your unique path and the opportunities and challenges you have encountered along the way. With founder Gabe Pate joining the industry in 1998, and partnering with Roly Lopez in 2015, the team offers the knowledge and perspective they've gained from working with high-net-worth clients for many years. Their education and credentials yield practical guidance, from tax-sensitive investing and wealth planning to pre-liquidity event strategies, family wealth dynamics, and next-generation wealth transfer.
CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
