Ideal Client Profile

Due to the very special way we work with people, we only work with a limited number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve outlined our client profile below.

We specialize in working with a person who:

• Is a San Diego County resident who enjoys open, honest, genuine personal relationships and making a difference in other peoples lives

   

• Has a positive attitude about life, looks for the best in people, and has a strong desire to grow spiritually, personally or professionally

   

• Is committed to implementing a written financial strategy in order to pursue important goals in life

   

• Wants the freedom and simplicity of having all of their financial assets under the watchful eye of one trusted Financial Advisor

   

• Is a true financial “delegator” who seeks, respects and follows professional advice (CPA, Attorney, Financial Advisor, etc)

   

• Takes action based on disciplined financial planning objectives instead of reacting to financial propaganda, conflicting opinions and events outside of their control

   

• Is comfortable with our compensation structure based on invested assets in excess of $500,000 under management with our selected team of institutional portfolio managers and investment firms

If you feel you match this profile, we invite you to inquire about a no-cost, no-obligation initial meeting to explore the potential benefits of working together.

We can be reached Monday through Friday from 9:00 am to 4:00 pm at 
(760) 788-5953.  We look forward to talking with you.