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In their words

The families we work with, on what the relationship has meant.

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Office: (805) 379-9870

2535 Townsgate Road

Suite 213

Westlake Village, CA 91361

CA License #0778771

hello@sorensenwealth.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Important Disclosures:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sorensen Wealth Management and our editorial staff as of the date of publication and are subject to change. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. No content has been tailored to any individual's circumstances or objectives, and all information and ideas should be discussed in detail with your individual adviser prior to implementation.

Investment Advisory Services offered through Lee Johnson Capital Management, LLC d/b/a Sorensen Wealth Management ("SWM"). Securities brokerage and qualified custodian services offered through Charles Schwab & Co., Inc., member FINRA/SIPC, an unaffiliated broker-dealer. To check firm or individual backgrounds, please go to adviserinfo.sec.gov.

These materials have been independently produced by SWM. SWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them.

Not all SWM advisory services will be appropriate or necessary for all clients, and the potential value and benefit of SWM's services will vary based upon a variety of factors, including the client's individual investment, financial, and tax circumstances. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.

CA Insurance License #0778771.

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