FAST FACT Kevin’s latest adventure was a snowboarding trip to Whistler, and Angela’s was a ski trip to Mammoth with two kids and a dog.
TORTUGA WEALTH MANAGEMENT
Angela Park Sheldon, CFP® & Kevin Bidenkap, CFP®, CLU, ChFC Wealth Advisors/Managing Partners
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ortuga Wealth Management is an independent private wealth planning and asset management firm in the greater Los Angeles area. Co-owners Angela Park Sheldon and Kevin Bidenkap provide wealth management advice in the form of a customtailored plan for the various stages of life for each client. Angela and Kevin started Tortuga Wealth Management in 2010 and have a combined 36 years of experience in the financial field.
What is your primary objective with your clients?
“To make their lives easier. We take care of their financial headaches and concerns so that they don’t have to. We consolidate assets so they can have an easy snapshot picture of their entire net worth, allowing us to better plan for their future.”
How do you cater to your clients’ requirements on a one-on-one basis?
“We believe that no one solution is the right solution for every client. We believe in a custom portfolio for each client—and for each account (e.g., retirement, down payment on a property, general wealth growth, etc.).”
How do the strategies you offer help preserve your clients’ wealth?
“We focus on long-term strategies for our clients that result in multi-generational wealth transfer. We look at things like a client’s tax situation today and project it into the future to see how that impacts their wealth. Oftentimes it’s not the investment returns that veer clients away from their path but the wrong vehicles that are used to get there.”
What’s the most common mistake people make with their money?
“Not teaching their children the value of money. We insist that our clients bring in their children so that we can start teaching them at an early age how to manage money wisely.”
How important is it to have well-established relationships with legal, tax planning and other professionals on behalf of your clients? “Very important, since we almost always suggest that a client get a trust established if they don’t have one already. Our clients trust us to manage their money, but they also trust us to be a good resource for various areas of their life. We make sure to have a solid team of local professionals that we can refer to our clients.” Disclaimer: Kevin Bidenkap and Angela Park Sheldon 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. 1957 W. CARSON ST. STE #100, TORRANCE | 310-906-0517 | 310-906-0676 | TORTUGAWEALTH.COM S P E C I A L A DV E RT I S I N G S E CT I O N
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