As a Partner of One Wealth Management Financial and Insurance Services, Ed Wirtz works with successful individuals, business owners and families on comprehensive wealth management strategies to help them grow, protect, preserve and transfer their assets. Ed’s entrepreneurial skills and background, combined with his goal to help his clients help themselves, serve him well as a trusted advisor to his clients in both their business and personal financial lives. With this approach, he makes sure that everything is covered in the planning process and nothing in his clients’ financial lives is left to chance.
After graduating from the University of Southern California where he earned a BS in Business Administration with an emphasis in Entrepreneurial Studies, Ed was recruited by Northwestern Mutual in 1990. He was immediately successful, utilizing a comprehensive financial planning process to help his clients be prepared for any number of possibilities in their financial futures.
Along with his personal planning work for individuals and families, Ed began working with business owners early in his career. He handled a range of business protection issues, helping with everything from buy-sell agreements and key person insurance to business succession and estate tax planning. Today, along with owners of closely-held businesses, Ed’s clients include many entrepreneurial thinkers like himself such as investment banking and private equity professionals, attorneys and many other successful individuals.
Ed challenges his clients to strive for the goals most important to them and, while coaching them through financial decision making, encourages them to enjoy the ride along the way. “I get energized meeting with clients, hearing their stories and helping them move toward financial success,” Ed says. “When they follow the strategies we’ve designed and succeed, I’m always excited to see them reach – or exceed – their goals.”
Ed is involved with charitable organizations in the community as an active supporter of Children’s Hospital of Los Angeles and a major donor to the Peninsula Education Foundation in Palos Verdes. He is also a member of USC’s Alumni Associations. Ed resides in Rolling Hills Estates with his wife, Della, and their two children. He enjoys basketball, golf, skiing, travel and spending time with family and friends.
Edward J. Wirtz is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660 (949) 660-1717. One Wealth Management Financial & Insurance Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.