Joseph Azpeitia

Joseph works with successful first-generation wealth creators, business owners, and high-income families who want a clear, disciplined strategy for managing and preserving their wealth. He partners closely with clients to understand the full context of their financial lives and provide structured, planning-focused guidance designed to simplify decisions and support long-term outcomes.

Joseph helps clients bring order to their financial picture, establish a cohesive investment strategy, and build a framework for managing wealth over time. His areas of focus include portfolio strategy, retirement planning, tax-efficient investing, cash-flow planning for high-income households, and coordinating with clients’ CPAs and attorneys on estate and legacy considerations. His approach is calm, methodical, and built around helping clients navigate transitions, major decisions, and the shift from wealth-building to long-term stewardship.

He works with families who have created meaningful success—often for the first time—and value a relationship that is proactive, structured, and aligned with their long-term goals. Joseph builds relationships that help bring clarity, confidence, and continuity to their planning.

Joseph is based in Pasadena and serves clients across Arcadia, San Marino, Glendale, Los Angeles County, and Southern California. He and his wife Alyssa have two children, Delilah and Joseph. Outside of work, he enjoys cooking, traveling, and spending time with his family.