Why pay more in taxes than you need to?
Is your money invested with risk and return in mind?
Protect your future from market swings, taxes, health expenses and costly mistakes.
Meaningful Advice For Your Financial Life
Who We Are
We'll help you implement time-tested strategies to achieve your financial goals.
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Our Firm
Since 1984, Wealth & Tax Planners has been helping individuals and families achieve their financial goals with confidence. Led by award-winning advisors Mark Greenberg, JD, CFP®, and Thomas Sepull, MBA, our independent firm is dedicated to providing clear, unbiased strategies and personalized solutions. At Wealth & Tax Planners, you can expect trusted expertise, innovative planning, and a level of service that truly sets us apart.
Our Clients
We help our clients retire with confidence, fund education for children and grandchildren, reduce taxes, and make the most of life’s financial opportunities—whether it’s an inheritance, 401(k)/IRA rollover, or the sale of a business or property.
Our clients include business owners, retirees, professionals, women and widows, and executives from companies such as Chevron, Kaiser, NASA, Safeway, and SoCal Edison—individuals and families who are serious about building lasting financial security.
Our Approach
Building Trusted Relationships Through Personal Service
At Wealth & Tax Planners, our top priority is creating lasting relationships built on trust. We take the time to understand your goals so our advice is always tailored to your needs. Acting as your family’s financial doctor, we coordinate with CPAs, estate attorneys, and other professionals—helping you and future generations manage and grow wealth with confidence.
Our Process
Our process gives you clarity and confidence by defining your goals, assessing your situation, and addressing gaps. With advanced cash-flow modeling, we design customized, independent strategies rooted in diversification. We make it easy to understand how market shifts affect your plan, and we refine it regularly so it evolves with your life—keeping you on track to achieve your goals.
Retirement Projection
Our Cash Flow and Retirement Projection models take into account taxes, inflation, life expectancy, and your unique spending patterns to give you a clear picture of how your wealth will evolve throughout retirement. With this forward-looking approach, we help ensure your money lasts.
You earned it. Now secure it.
You worked hard to get where you are in life. Don't let others dictate your financial stability. Secure the wealth you've built by working with an experienced financial advisor. Each member of the WTP financial team has over 30 years of experience.
Our Service
Working Together
As an independent financial planning firm, we deliver the personal attention you deserve—clear communication, prompt responses, usually within 24 hours (often the same day), and the flexibility to meet in-person or remotely on your computer or tablet device.