We serve successful families and individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding their children’s educations and being financially prepared for retirement. Our clients have neither the time nor the inclination to devote all the time necessary to manage the many details on their own. They would simply rather focus on the people and interests in life that matter most.
They turn to us for both our knowledge and experience to serve as their trusted financial guides. For example, we often find that a family’s wealth is concentrated in a single stock, received through inheritance or company benefits, so we can offer strategies designed to address this risk, while mitigating the tax ramifications.
Providing for family is universal among our clients, so we take extra care to understand their family dynamics and the wishes they have for their loved ones. We help our clients have a legacy strategy designed to not only provide for their family and the causes they care about, but one which also has the potential to generate tax benefits and further their overall wealth management plan.
Our clients who are approaching retirement or already retired are excited to be at a point where they look forward to traveling, enjoying their hobbies and spending more time with their family and friends. They appreciate having a financial advisor who won’t let any important financial matter go unattended, so they can enjoy their well-earned retirement.
Our clients represent a wide range of ages and professional backgrounds, and live in and around San Diego, throughout California and beyond. We have many multigenerational accounts, where we not only serve the parents, but the children and grandchildren, as well.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
