San Diego Wealth Management
San Diego, California
1455 Frazee Road, Suite 500
San Diego, CA 92108
Our San Diego wealth management team can work with you to create a personalized financial plan designed for your big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.
Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services.
Meet your San Diego wealth management team
I am fortunate to work with a team of individuals that share my passion to provide sound a...View Profile
I am responsible for thinking strategically with our clients about their life plans and en...View Profile
As a client service associate, my goal is to help make what are ordinarily complicated or ...View Profile
As the growth and operations associate for the Southwest region, I strive to create strong...View Profile
As the director of estate planning, I strive to help clients live a richer life by alignin...View Profile
Talk to a San Diego financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."– Dan S., Brighton Jones client