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South Bay Asset Strategies Wealth Management

South Bay Asset Strategies Wealth Management

Open and honest financial planning

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    • Adam Hartrum
    • Larry Bakerjian
    • Bianca Hartrum
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Special Messages

Update on the Hartrums and some mid-year to-dos for you

I enjoyed a Father’s Day brunch at Sea Level restaurant in Redondo Beach. From L to R: Kainoa, Riley …
Read moreUpdate on the Hartrums and some mid-year to-dos for you

What the CARES Act means for you

The CARES Act is the largest economic stimulus package in the history of the world. On March 27, …
Read moreWhat the CARES Act means for you

We remain open for business, ready to serve

Under the new state of California order, financial institutions are considered “essential …
Read moreWe remain open for business, ready to serve
Investing in stocks is balancing act.

Be balanced and give the stock market time to recover

Many of you have been in this position before. Like many of you, Bianca and I are attempting to …
Read moreBe balanced and give the stock market time to recover
Coronavirus ruins a good thing

Coronavirus: What to do about stock volatility

COVID-19 is worrisome to stocks, but your diversified investment portfolio will likely be …
Read moreCoronavirus: What to do about stock volatility

Meet our new partner, LPL Financial

A SPECIAL MESSAGE I am excited to announce that starting today, June 17, 2019, I have become a …
Read moreMeet our new partner, LPL Financial
Should you try to time this stock market or stay the course?

Is the bull market in stocks heading for a correction?

SPECIAL BULLETIN The stock market is always ripe for drama. Last week, the Dow Jones Industrial …
Read moreIs the bull market in stocks heading for a correction?
Should you worry about the stock market? No.

Why has the stock market become so volatile?

The past several weeks have seen an increase in the volatility of global stock prices. Even our …
Read moreWhy has the stock market become so volatile?
If you think there has been a breach into your accounts or your identity has been stolen, contact IdentifyTheft.gov for help.

What should you do about the Equifax data breach?

Protect information from hackers. Who is Equifax, and why are they in the news? Equifax is one of …
Read moreWhat should you do about the Equifax data breach?
Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial dreams.

Exciting changes are here at Asset Strategies

Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial …
Read moreExciting changes are here at Asset Strategies

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.