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South Bay Asset Strategies Wealth Management

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We remain open for business, ready to serve

Under the new state of California order, financial institutions are considered “essential …

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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

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

310-534-5490
310-534-5838 fax

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

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Adam Hartrum
Larry Bakerjian
Bianca Hartrum

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2025 Tax Guide
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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.

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