LHM Wealth Management
Investments - Insurance - Retirement

Providing financial help for 25 years to individuals, retirees, families and business owners pursue their financial goals. We use a relationship approach with our clients instead of just selling a product or a service. Helping you with your personal financial needs, concerns and interest regarding financial, estate and education planning, asset protection,
401(k), 403(b), 457(b), IRA and pension rollovers. Unlike large financial institutions, we do not sell proprietary products. Probability is that if your investments are held at a national Broker/Dealer, their advisors will sell you their proprietary products. We are committed to work in your best interest. Our process involves educating and disclosing all necessary information before investment recommendations are made to our clients. Using this process, clients know exactly why and what investments they own. HOUSE CALLS AVAILABLE.

Our business focus also includes working with CalSTRS and CalPERS employees. We provide complimentary, no-obligation consultations on your government sponsored plans. The CSEA recommends that a pre-retiree consult with a financial advisor prior to making decisions that become irrevocable regarding their retirement assets.

LHM Wealth Management
Harry Paez, Financial Advisor
23075 Twinflower Avenue, Wildomar, CA 92595
CA Insurance Lic#0C64344
Phone: 951-505-3213

Financial Advisor is a Registered Representative of and offers securities through St. Bernard Financial Services, Inc., Member FINRA/SIPC.

Securities Licensed Series 7, Series 63 and Series 65. Started in April 1998 as a Financial Advisor