BML Wealth Management

Meet Anthony Serrano, CFP®.

Anthony is passionate about helping clients feel more confident and supported when it comes to their financial future. He believes every person’s goals are different, which is why financial planning should feel personal and tailored to each individual.

If you’re curious about working together, we offer a complimentary in-person introductory meeting. Think of it like a first date, a chance to see if there’s a fit!



Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License ). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

At the foundation of our firm is a simple belief: financial planning should help people feel informed, confident, and supported (not overwhelmed).

Our founder, Brian Levy, built this firm with the goal of creating long-term partnerships, not one time transactions. His approach centers on thoughtful planning, clear communication, and helping clients make decisions that align with their lives as they evolve.

Leadership sets the tone and our commitment to clarity, integrity, and long-term thinking starts at the top!

Behind every financial plan is a real person who genuinely cares about your goals.

Our advisors don’t believe in one-size-fits-all strategies — because your life, priorities, and future are unique. Getting to know who’s behind the advice matters just as much as the advice itself.




Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

A new year is one of the best times to review your retirement plan. Life evolves, priorities shift, and financial strategies should reflect where you are today—not where you were years ago.

Taking time to review your plan can help identify gaps, adjust for changes, and provide clarity moving forward.

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Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information. Not an offer.

Exciting News - We Moved! We look forward to welcoming you into our updated space on the 8th Floor.

2 Park Plaza, Suite 800
Irvine, CA. 92614.



Disclosure:
Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser, SEC registration does not imply a certain level of skill or training. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License .

This content is for informational purposes only and should not be considered financial, investment, or legal advice. Past performance is not indicative of future results. BML Wealth Management is not qualified to render any legal or accounting advice. Please contact us for further information on our services.

As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio.

https://bmlwealth.net/the-generic-60-40-portfolio-may-need-an-examination/
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The Generic 60/40 Portfolio May Need an Examination As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your