Contact Us
110 Pine Ave., Suite 310
Long Beach, CA 90802
562.472.2846
1.877.RMA.CAPTive
info@riskmgmtadvisors.com
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Risk Management Advisors is a national firm serving domestic and international clients. Our clients include homebuilders, developers, entertainers, athletes, high net worth individuals, executives, professionals and entrepreneurs.
We are career specialists in alternative risk management, tax reduction, executive compensation, pension benefits, asset protection, wealth transfer, and wealth accumulation planning.
Each of our specialists has years of experience and is backed by a local team as well as a national network of affiliates and other professionals.
Working with leading tax advisors, and attorneys, Risk Management Advisors provides a comprehensive, integrated approach for our clients to manage their risk, lower their taxes, and protect the wealth they have created.
This unique structure guarantees depth of expertise, cutting-edge products, sophisticated design and creative problem-solving, regardless of size or complexity of the case. This structure allows Risk Management Advisors to serve a broad range of companies and individuals on a local, national and international basis.
Principals
R. Wesley Sierk III ChFC, CLU, ACI, ARM, CRIS
Mr. Sierk is the President and Lead Strategist for Risk Management Advisors, Inc. Wesley is an expert in executive compensation, corporate benefit planning, alternative risk Transfer and captive tax law.
Full bio
Jarid S. Beck, ACI, CRIS
Mr. Beck is Vice President and Co-Founder of Risk Management Advisors. He is a career specialist in the design, implementation and management of tax advantaged qualified and non-qualified plans. Jarid also runs the captive management division for Risk Management Advisors, Inc.
Full bio
Max C. Jong, CFP, CLU, ChFC
Mr. Jong is a Principal at Risk Management Advisors, Inc. He has been working with high net worth families and closely held business owners for over 14 years. The scope of his work includes high level estate planning, tax deductible qualified and non-qualified plans as well as alternative tax reduction strategies.
Full bio
Associates
Stan B Sung, CFP®
Mr. Sung is a Certified Financial Planner and a Director of Business Development with Risk Management Advisors. Stan specializes in strategies on tax reduction, asset protection, and alternative wealth. He brings to the table extensive experience in qualified, non-qualified retirement alternatives, asset optimization plans, and insurance programs.
Full bio
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