Empowering Californians with Trusted Financial & Legal Guidance
Welcome to WealthWise Golden State – your trusted partner for financial insight, legal strategy, and smart business consulting tailored specifically for individuals and businesses across California.
Headquartered in the heart of Los Angeles, we are proud to serve the Golden State community with a deep understanding of the unique financial and legal landscape that shapes our local economy.
Who We Are
WealthWise Golden State is a boutique consulting brand committed to helping Californians grow, protect, and manage their wealth. Whether you’re an entrepreneur, small business owner, or individual seeking personalized support, we offer a holistic approach combining financial knowledge, legal awareness, and smart strategy.
Our team brings years of experience in:
- Finance & Investment Planning
- Legal Consulting & Business Compliance
- Real Estate & Tax Advisory
- Small Business Development & Credit Support
Our Mission
To empower every Californian with the knowledge, tools, and expert guidance they need to make wise financial decisions, stay legally protected, and build long-term wealth — all with clarity, care, and compliance.
Why Californians Choose Us
California-Centric Expertise
We specialize in the financial, tax, and legal realities of California — from LA to the Bay.
Bilingual Support
We offer English and Spanish-speaking services to better serve diverse communities.
Modern Tools, Human Touch
We blend technology with personal attention, offering tools like financial calculators, virtual consultations, and up-to-date California policy insights.
Privacy First
Your trust matters. We follow strict privacy policies in line with CCPA to protect your data.
Our Location
WealthWise Golden State
555 Wilshire Blvd, Suite 900
Los Angeles, CA 90017
📞 (213) 555-4827
📧 dhamakaapp.com@gmail.com
Our Team
Founder & Lead Consultant: John A. Morgan
Member, California Society of CPAs (CalCPA)
University of Southern California (USC)
Master of Science in Financial Planning
Graduated: 2015
Loyola Law School, Los Angeles
Juris Doctor (JD), Business & Tax Law
Graduated: 2012
Formerly at:
Morgan Stanley – Wealth Advisory (2015–2018)
Deloitte Legal – Tax Strategy Consultant (2012–2015)
Certifications:
Certified Financial Planner™ (CFP®)
Registered California Legal Document Assistant (LDA)