Sorensen Wealth Management

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About Us

Sorensen Wealth Management specializes in designing customized solutions to achieve all your financial goals. As a family-oriented wealth management firm, we not only focus on investment planning, we also work with you to address your personal aspirations, clarify your future, establish your priorities, and reach your family milestones. Our philosophy is grounded in realizing the true purpose of wealth. We believe it’s more than just money – it is about what it allows you to accomplish.

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  • Street Address

    4055 E. Thousand Oaks Blvd.
    Suite 200
  • City

    Westlake Village
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