What To Expect

Your relationship with Canoga Wealth is about more than investing. It’s about sharing your dreams and building a relationship with your financial advisor.  That is why, in advance,  we share what you can expect from us.

• We will protect your privacy and confidentially.
• We will share our policies and practices relating to the privacy of the information you provide us.
• We will leverage the resources of our broker dealer, Securities America to help you pursue your goals.
• Your financial advisor is committed to understanding you, your investment objectives, your tolerance for risk, your time horizon and any other factors that may affect our recommendations.                  
• We will help you understand your investment choices, without industry lingo or acronyms.                                                
• Your financial advisor will help you set realistic expectations about the long-term performance and associated risks of those choices.                                               
• Your financial advisor will be available for regular conversations with you about the status of your investments with us and changes in your personal profile.                                               
• We will provide timely account and transaction information that accurately reflects the investment positions you hold with our firm.                                                
• We will disclose information related to the way we are paid by you as a client, including commissions and fees associated with your account.
• It is a privilege to serve as your trusted advisor, one that we don’t take lightly.
• We keep you informed with a weekly commentary that covers market and life events and a monthly newsletter covering financial planning topics.