news and events

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 […]

read more

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 […]

read more

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 […]

read more

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 […]

read more

Meloni Hallock attends the United Way Women United Spring Salon

On April 19th, United Way Women United held their second annual Empower(Her) Spring Salon dedicated to owning your truth and unapologetically telling your story.  The ladies were able to network with incredible women and hear inspiring stories from leaders including keynote speaker Mei-Lan Stark, Senior, V.P. and Chief Counsel of Intellectual Property at NBC Universal, […]

read more

Acacia Team Raises Funds for the Los Angeles Ronald McDonald House “Walk for Kids” Event

On April 8th Acacia Wealth Advisors participated in another successful “Walk for Kids” event at Exposition Park in Los Angeles.  Acacia Wealth has been long term supporters of the Los Angeles Ronald McDonald House, with Alev Lewis serving as its Treasurer and Trustee on its Board of Trustees. Since its chartering, the House has served […]

read more

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.