California Wealth Transitions (CWT) is a boutique financial planning and investment firm based in Southern California, specializing in guiding high-net-worth individuals—particularly women—through significant life transitions. Founded in 2012 by Keith and Nicki Brandt, CWT focuses on providing personalized wealth management services tailored to clients experiencing events such as divorce, retirement, inheritance, business sales, or the loss of a spouse.

The firm’s approach emphasizes building lasting relationships over transactional interactions. CWT’s team of experienced advisors collaborates closely with clients to develop customized financial strategies that align with their unique goals and circumstances. Services include retirement planning, estate and legacy planning, tax optimization, investment management, and socially conscious investing.

CWT operates offices in San Diego and Brea, offering consultations in person, by phone, or via video conference. Their commitment to empowering women during pivotal financial moments is reflected in their specialized services and compassionate approach.