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South Bay Asset Strategies Wealth Management

South Bay Asset Strategies Wealth Management

Open and honest financial planning

  • Home
  • About
    • Our Firm
    • Our Difference
    • Adam Hartrum
    • Larry Bakerjian
    • Bianca Hartrum
  • Services
    • Wealth Management
    • Investment Planning
    • Risk Management
    • Fees
  • Clients
    • Near Retirees
    • Retirees
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    • 2025 Tax Guide
    • 2024 Tax Guide
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This is Wealth Management.

It’s customer service. Handling what’s within our control. Doing right by our clients to help them pursue their dreams.

Open and Honest Financial Planning.

South Bay Asset Strategies is an independent wealth management firm dedicated to making smart money decisions for our clients.

It’s not that we have investment solutions other firms lack. It’s not that our investment allocations are better. It’s really about the way we do business. The values we pursue set us apart. Those values are reflected in the words above. And in these words, too: caring, confident and credible.

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The Clients We Serve

Near Retirees

Retirees

Professionals

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Personal Service

Our clients generally have $500,000 or more of investable assets. Most are retired or will soon be. All enjoy a great relationship with our firm.

Please consider South Bay Asset Strategies wealth management for objective investment advice and great customer service.

Our Firm

Please consider South Bay Asset Strategies wealth management for objective investment advice and great customer service.

Latest Articles

Download Our Free 2025 Tax Guide, Start Planning Now

Read moreDownload Our Free 2025 Tax Guide, Start Planning Now
Get your copy of the South Bay Asset Strategies 2024 Tax Guide

Download Our Free 2024 Tax Guide, Start Planning Now

Read moreDownload Our Free 2024 Tax Guide, Start Planning Now
Make any necessary beneficiary updates for your loved ones.

It’s a New Year and a Good Idea to Check Your Beneficiary Designations

Read moreIt’s a New Year and a Good Idea to Check Your Beneficiary Designations
More Articles

South Bay Asset Strategies
2790 Skypark Drive, Suite 201
Torrance, CA 90505

310-534-5490
310-534-5838 fax

Available Account Logins

Albridge
American Funds
AssetMark
Franklin Funds
John Hancock
LPL Account View
Putnam
Prudential


About
Our Firm
Our Difference
Adam Hartrum
Larry Bakerjian
Bianca Hartrum

Services
Wealth Management
Investment Planning
Risk Management
Fees

Clients
Retirees
Near Retirees
Professionals
Privacy

Resources
Posts
2025 Tax Guide
2024 Tax Guide

Newsletter Sign Up


South Bay Asset Strategies wealth management and financial planning, Torrance, CA. CA Insurance Lic #0C57088. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, ID, IL, MO, NM, NV, OH, OR, PA, TX, VA, WA.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

©2025 South Bay Asset Strategies. All rights reserved.

Check the background of this firm on FINRA’s BrokerCheck.