Long-Term Investment Results

We seek to build and preserve wealth for clients through a patient, long-term investment approach while keeping costs as low as possible. While investors cannot control the financial markets, they can control what they pay to invest. And that can make an enormous difference over time. The lower your costs, the greater your share of an investments return, and the greater the potential impact of compounding.

Saving for Retirement?

Roth and Traditional IRAs

      • Build your nest egg while cutting your taxes.

SEPs, SIMPLEs, & 401(k)s

      • Do you run your own company? Simplify your retirement plan so you can focus on your business.

401(k) Rollovers

When you left your job, did you leave your money behind? Take control of your hard-earned savings by moving it into a Rollover IRA, and keep that money growing tax deferred- maybe even tax-free.

Time to put your retirement savings to use?

Learn how to take an income stream from your investments so you can remain financially independent throughout your retirement years.

Saving for what’s next?

Individual, Joint & Trust accounts

      • Whether you’re planning for a wedding, home improvements, the dream cottage, or simply the unknown, we have other types of accounts to help you get ready.

Saving for College?

529 College Savings Plans

      • Explore the tax savings, potential for growth, and other benefits that 529 plans offer.

Other accounts for minors

      • UGMA & UTMA custodial accounts
      • Coverdell Education Savings accounts

Foundations & Endowments

Do you serve on a non-profit board? Let us show you a low cost solution to meet your organizations objectives.

Account Transfers

Do you have investments here, there, and everywhere? Clear the clutter and enjoy the time and cost savings that come with account consolidation.

Investment Products

Mutual funds, ETFs, Stocks, Bonds, Annuities, and CDs.

Wedbush Securities International Headquarters  |  Los Angeles, California

Wedbush Securities

Founded in 1955, with financial roots dating back to 1925, Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, and Clearing & Execution divisions.

Headquartered in Los Angeles, California with over 100 offices and more than 125 correspondent offices, our commitment to providing dedicated, customized service is the foundation of our consistent growth. We deliver superior investment ideas and products through exceptional customer care, financial security, continuity and advanced technology.

The colleagues of Wedbush are the resources through whom we provide the finest services available in the industry. Our formula for success continues to be our commitment to an entrepreneurial culture, core values, strong operational controls, disciplined financial management and consistent profitability to protect your long-term interests.

Individuals who cannot master their emotions are ill-suited to profit from the investment process.

Benjamin Graham