Who We Are Canoga Wealth Management, LLC As a provider of life-long financial advice to successful families and corporations, our hallmark is to build lasting relationships based on expert counsel and service that exceeds expectations. With our experience at your side, you can confidently work with Canoga Wealth Management, LLC to outline your future. The quality of our work and our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value confidentiality respect for our clients' other advisors, and integrity in all our interactions. Our Mission & Values To serve our clients as a source for thoughtful advice, meaningful insight, sound guidance, and timely action regarding their financial interests, concerns, questions and activities To provide a unique financial advisory/client experience that fosters a sense of partnership, a common ownership of goals and challenges, and a genuine desire to craft strategies for our clients’ needs To generate goodwill in the communities that we serve and support the charitable causes that we, as well as our clients, believe in To be the preferred financial services firm for business owners in Connecticut. To engage, guide, and encourage those business owners and their employees to take full advantage of the retirement planning tools and products that we offer. To be known for the thoughtful, customized strategies that we offer our clients to help them meet their specific life goals. To be the primary resource that our clients turn to for guidance and advice as they plan for and achieve their life goals. To treat our clients’ questions, concerns, and problems with respect and dignity. In everything we do – for our clients, our community, and our colleagues – we are committed to challenging the status quo: 'good enough' is never good enough. We collaborate with internal experts, external partners, and our clients, constantly evaluating our advice and services.