History
Since 1992 we have been specializing in helping female CEOs, LGBT families and successful business owners make important financial decisions that impact their future. We pride ourselves in creating a safe and comfortable environment where our clients can be open and honest about who they are to share what concerns them and what is important to them and their family. We were founded with the goal of providing quality advice, which is why we have an alliance with LPL Financial and The Wealth Consulting Group to provide additional resources for our team and our clients.
Specialties
We are an independent San Diego wealth management firm founded over 25 years ago. We specialize in helping female CEOs, LGBT families and successful business owners make important financial decisions that impact their future. We believe that as a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate transparency. With this said, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process.