news and events

Meloni M. Hallock of Acacia Wealth Advisors Honored for Charitable Work by Invest in Others

Meloni M. Hallock, Managing Director at Acacia Wealth Advisors in Beverly Hills, received Honorable Mention in the 13th Annual Invest in Others Awards for her philanthropic contributions to American Red Cross Los Angeles Region. As a result, the American Red Cross Los Angeles Region will receive a $1,000 donation from Invest in Others in Meloni […]

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Spring has sprung, and The Acacia Team took to the streets to participate in the annual “Walk for Kids” event.

Team Acacia spent another beautiful day participating in a triumphant “Walk for Kids” event in support of the Los Angeles Ronald McDonald House.  We thank everyone for their contributions and helping us hit our fundraising goal! The money raised at this event support the families staying at the LA Ronald McDonald House by providing them […]

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Acacia Wealth Sponsors the Los Angeles Ronald McDonald House’s 2018 Masquerade Ball

On November 3rd the Los Angeles Ronald McDonald House (LARMH) celebrated its 2018 Masquerade Ball.  For the past 38 years, LARMH has been providing a “home away from home” to families while their children are undergoing treatment for critical illness or injury at local hospitals.  This service helps eliminate the burden of looking for residence while […]

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Joe Rosol of Acacia Wealth Leads Another Successful Los Angeles Financial Planning Day

On Saturday, October 27th, the Financial Planning Association held the 9th annual Los Angeles Financial Planning Day at the Los Angeles Central Library.  Lead by Pro Bono Director Joe Rosol of the Los Angeles chapter of Financial Planning Association, several qualified Certified Financial Planner (CFP®) professionals offered free, “no strings attached”, one-on-one financial counseling and […]

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Amy Born & Joe Rosol of Acacia Volunteer for Habitat for Humanity Greater of Los Angeles

On Saturday, May 19, 2018, and in conjunction with Financial Planning Association of Los Angeles, Amy Born & Joe Rosol conducted one-on-one personal financial counseling sessions with Habitat Partner Homebuyers. With the support of community partners, donors and volunteers, Habitat LA constructs new or renovates existing homes alongside Habitat Partner Homebuyers. In addition to a […]

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Jason Nagaia attends the AAP- Food Samaritans 25th Anniversary Evening Under the Stars Gala

On May 5th, the AIDS Assistance Program held its 25th annual Evening Under the Stars gala.  Evening Under the Stars is the largest annual fundraiser for the AAP – Food Samaritans, a non-profit organization that provides nutritional support for low-income people living with HIV/AIDS and other chronic illnesses in the Coachella Valley.  The event honored a […]

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Acacia Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.