Hermosa Wealth Management

Hermosa Wealth Management Contact us today for a free consultation.

Hermosa Wealth Management is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, financial planning services.

Welcome to the team, Lilly! We're excited to welcome Lilly Burns to Hermosa Wealth Management as our 2026 Summer Intern....
06/01/2026

Welcome to the team, Lilly!

We're excited to welcome Lilly Burns to Hermosa Wealth Management as our 2026 Summer Intern.

Lilly is a junior Business Economics student at Brown University, a Division I softball athlete, and recently passed the Securities Industry Essentials (SIE) Exam.

Her dedication to learning about the financial services industry, combined with the discipline and leadership developed through athletics, makes her a fantastic addition to our team. We look forward to a great summer ahead. Please join us in welcoming Lilly!



Disclosure: Lilly Burns is not an Investment Adviser Representative and does not provide investment advice, recommendations, or financial planning services on behalf of the firm.

We're pleased to announce that Hermosa Wealth Management has opened a new office in Carmel, Indiana.This expansion refle...
05/19/2026

We're pleased to announce that Hermosa Wealth Management has opened a new office in Carmel, Indiana.

This expansion reflects our firm's continued growth and our commitment to serving clients and families across the country with the same personalized approach to wealth management, investment planning, and financial strategy that has defined Hermosa since our founding.

"The opening of our Carmel office marks an important milestone for Hermosa as we continue to expand our national presence and to enhance the resources available to the clients and families we serve." — Ken Gillespie, Founder & Managing Partner

Carmel is consistently ranked among the best communities in the nation, known for its strong economic growth, exceptional quality of life, and thriving business environment. It's a community that shares our values, and one we're proud to now call home.

If you're in the Indianapolis area and would like to connect, we'd love to hear from you.

📍 303 Congressional Blvd, 2nd Floor | Carmel, IN 46032
📞 (317) 343-4400
🔗 www.hermosawealth.com/contact

This content is for informational purposes only and should not be interpreted as investment, tax, or legal advice. Consult your financial adviser, tax professional, or legal counsel before making any decisions.

Quietly, intentionally, we've been building.What began as a focused investment practice has grown into something broader...
05/08/2026

Quietly, intentionally, we've been building.

What began as a focused investment practice has grown into something broader. A modern private wealth firm built for the full complexity of financial life.

We work with individuals, families, executives, retirees, and business owners who want more than a portfolio. They want a partner who understands the bigger picture: taxes, planning, transitions, and the long game.

Thoughtful advice. Disciplined investing. Coordinated planning. All tailored to you.

Grateful for the clients who've trusted us and excited for what we're building next.

Most pre-IPO shareholders focus on one number: the IPO price. That’s usually not where the important decisions get made....
05/03/2026

Most pre-IPO shareholders focus on one number: the IPO price. That’s usually not where the important decisions get made. The real questions look more like:

- How much concentration risk do you actually want to carry?
- What does the tax impact look like across different scenarios and across multiple years, especially in California?
- Which shares get sold first, and why does the order matter?

By the time most people start thinking about this, the planning window has already narrowed. Most of the work happens before liquidity, not after.

These are the same conversations we’re actively having with pre-IPO equity holders across South Bay. If you want a second set of eyes on your situation, we're happy to connect.

Happy Easter! Wishing you a day filled with joy, renewal, and time well spent with family and those closest to you. Grat...
04/05/2026

Happy Easter! Wishing you a day filled with joy, renewal, and time well spent with family and those closest to you. Grateful for the trust you place in us.

At Hermosa Wealth Management, we help clients make thoughtful, long-term financial decisions with confidence.We work wit...
03/19/2026

At Hermosa Wealth Management, we help clients make thoughtful, long-term financial decisions with confidence.

We work with individuals and families navigating concentrated stock positions, equity from business ownership, and other complex financial situations.

Based in Hermosa Beach, serving clients locally and across the country.

Reach out if you’d like to start a conversation.

A potential IPO can change everything.For many professionals in Los Angeles and the South Bay, equity in a private compa...
03/18/2026

A potential IPO can change everything.

For many professionals in Los Angeles and the South Bay, equity in a private company represents a significant portion of net worth. When a company moves toward a public offering, the decisions made before that event carry long term consequences.

Stock options, RSUs, and early exercise strategies require careful coordination across taxes, timing, and overall wealth planning.

Questions around AMT exposure, liquidity, and when to exercise do not have simple answers. Each decision connects to a broader financial strategy.

Hermosa Wealth Management works with founders, executives, and employees to bring structure and clarity to equity compensation so company growth translates into personal wealth.

Planning ahead matters.




Tax season brings an opportunity most investors overlook.The right structure can create meaningful long term tax efficie...
03/17/2026

Tax season brings an opportunity most investors overlook.

The right structure can create meaningful long term tax efficiency.

Retirement accounts such as Traditional and Roth IRA options, backdoor Roth strategies, and small business plans including Solo 401k, SEP IRA, and SIMPLE IRA can play a significant role in building after tax wealth.

Coordination across these vehicles matters. Timing matters. Income thresholds matter.

Hermosa Wealth Management guides clients through a disciplined process so each decision aligns with a broader strategy.

Let's start with a conversation: www.hermosawealth.com/contact




03/01/2026

Is there anything better than Opening Day at Hermosa Beach Little League?

Proud to sponsor and coach Team . Nothing better than watching these kids compete and grow!

Lately, we’ve spent a lot of time helping clients think through concentrated stock positions and upcoming liquidity even...
02/17/2026

Lately, we’ve spent a lot of time helping clients think through concentrated stock positions and upcoming liquidity events.

When a large portion of wealth sits in a single position, we often evaluate strategies to diversify over time while considering the tax impact of each decision.

With potential liquidity events, planning ahead matters, because tax outcomes and structuring choices often depend on steps taken well before anything actually happens.

These moments can be life-changing, and thoughtful preparation helps ensure decisions support long-term priorities rather than short-term reactions.

Hermosa Wealth Management is a fiduciary, Registered Investment Advisory firm headquartered in Hermosa Beach, working with families wherever life takes them.

Address

2447 Pacific Coast Highway, 2nd Floor
Hermosa Beach, CA
90254

Opening Hours

Monday 6am - 6pm
Tuesday 6am - 6pm
Wednesday 6am - 6pm
Thursday 6am - 6pm
Friday 6am - 6pm

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