Tortuga Wealth Management

Tortuga Wealth Management HELP PRESERVE YOUR WEALTH, LEGACY, AND IMPACT www.finra.org and www.sipc.org. No offers may be made or accepted from any resident of any other state.

Welcome to Tortuga Wealth Management, a premier woman-owned financial advisory firm catering to high net-worth clients. Our team of advisors is composed of highly qualified individuals who hold the Certified Financial Planners™ designation and have extensive training in business succession planning and estate planning. We pride ourselves on providing a curated white glove service to our clients, e

nsuring that their financial needs are met with the utmost care and attention to detail. Whether you're looking to plan for your retirement, manage your wealth, or pass on your legacy to future generations, our team of experts is here to guide you every step of the way. With our expertise and personalized approach, we can help you achieve your financial goals and live out your life in an impactful way. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email [email protected] or give us a call at (310) 935-0275.

**Angela Park Sheldon, Kevin Bidenkap, Jeff Weston, and Christine Chui are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Tortuga Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

09/02/2026

For a small business, the loss of a key person could cause financial hardship.

You’re the conductor of your 401k, IRA and taxable savings.
08/26/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

08/19/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Today is National Nonprofit Day 🧡 At Tortuga Wealth Management, we believe generosity deserves a great strategy. Whether...
08/17/2026

Today is National Nonprofit Day 🧡

At Tortuga Wealth Management, we believe generosity deserves a great strategy. Whether it's structuring a donor-advised fund, planning a charitable trust, or thinking through the tax impact of year-end giving, we love helping our clients turn good intentions into lasting impact.

If you've been thinking about how to give more strategically, let's talk.

What every parent needs to know about insuring his or her teen driver.
08/12/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
08/05/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
07/29/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Thinking about a prepaid debit card? Consider the pros and cons.
07/22/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
07/15/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

When was the last time you paid yourself first?
07/08/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Address

1957 W Carson Street, Ste 100
Torrance, CA
90501

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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