Tortuga Wealth Management

  • Address

    1957 W. Carson St., Suite 100,
    Torrance

  • Phone

    310-935-0275

  • Website

    tortugawealth.com 

  • L to R:

    Kevin Bidenkap, CFP®, ChFC, CLU, Angela Park Sheldon, CFP®, Rachel Liao, Aurora Levchenko, Christine Chui, Jeff Weston and Sierra the dog

  • Special Section

    Financial Services

Tortuga Wealth Management was founded in 2010 by CERTIFIED FINANCIAL PLANNERS™ Angela Park Sheldon and Kevin Bidenkap with the goal of assisting clients in every aspect of their financial lives. Their team has nearly seven decades of experience working with clients in the wealth management industry.


In what ways is your work in the financial industry meaningful? 

Our work is meaningful because we have been able to hold our clients’ hands through various stages of life. We have clients who have long passed, and now we are working with their children and grandchildren. It is so meaningful to see the legacy that the original clients have created! Also, we have many clients who are very charitable-minded, and it has been really impactful to see their dollars at work in local charities that have benefitted from these funds—such as in underserved communities or benefitting local arts programs.


How do you help clients be more tax efficient? 

We help clients be more tax efficient with everything from creating qualified plans, which help reduce their tax liability, to finding ways to defer capital gains taxes from a larger transaction. We create strategies to optimize their income from their investments once they are retired. That way they have taxable income stream from retirement funds, and potentially tax-free income stream from other vehicles. 


Does your firm specialize in a particular market niche?  

We specialize in helping our clients with business succession planning and charitable gifting strategies. We help them set up everything from donor-advised funds to directing them to a charitable trust that could help reduce their tax liabilities while helping others in need. We also help them with an appropriate strategy to sell their company or real estate holdings so their tax liability is as minimal as possible.  


What is your advice for clients when the market seems chaotic? 

When the markets seem chaotic, the smart way to navigate is to follow the map—the financial plan our clients have made with us. It is a guide to help us remember that while the waters may be turbulent right now, eventually we will get to calmer waters. Ultimately, as long as we stay the course, we have a sturdy ship that can get us to our destination. Just like the story of the turtle vs. the hare, we believe that “slow and steady” wins the race.  


Disclaimer: Kevin Bidenkap, Christine Chui, Jeff Weston, and Angela Park Sheldon are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Tortuga Wealth Management, a registered investment advisor and separate entity from LPL Financial.