$460MM AUM | $5MM Rev in
San Diego, CA
Comprehensive financial planning and investment management firm specializing in generational wealth planning, income | estate tax planning, and portfolio management solutions using our Liberated Wealth Process. We offer family office style services to HNW and UHNW families. We have 16 full time employees and part-time staff, and also share space with an estate planning law firm. Our firm is looking to grow to 1B in assets under management by 12/31/22. Our growth plan is namely organic growth from Increased Share Of Walle "ISOW", referrals & Centers Of Influence "COI's" however, we remain interested in Mergers & Acquisitions with like minded individuals.