San Diego Office

2221 Camino Del Rio South,

Suite 307
San Diego, CA 92108

You face unique challenges.
We have the experience to help you.

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Complicated taxes*

We view tax planning as an important part of your wealth model – from quarterly estimated tax payments to longer-term, tax-smart portfolio decisions. Our process considers tax consequences. Remember: It’s not what you earn, but what you keep.

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Inconsistent cash flow

Our financial planning process guides you through all the nuances of partner draws and distributions and case contingency billings. We build a model that helps you create short-term cash reserves (and tax reserves) and long-term savings to match the timing of your income. The result is a plan that is intended to alleviate cash flow stress.

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Lack of time

We focus on individualized client service, not a “one size fits all” approach. We are that experienced partner you can rely on to handle the complexities of managing your wealth. We meet with you on a regular basis with a real-time dashboard, efficient reports, and organized action items. We also pride ourselves on quick responses to your questions and help with completing paperwork.

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Complex retirement plans

Whether defined contribution, defined benefit, or non-qualified deferred compensation, we can help model your retirement to fully take advantage of your retirement plan(s).

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Conflicts of interest 

Our investment philosophy and process recognizes that confidentiality and conflicts of interest may arise with law firm clients and we focus on avoiding those issues.

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Planning for financial independence

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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*This service is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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