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16935 West Bernardo Drive Suite 239 San Diego, CA 92127

858-251-4150
paul.curnutte@lpl.com
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The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that cannot be easily reduced through diversification.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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18 Years’ Worth of Days 

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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CLIENT FOCUSED WEALTH MANAGEMENT

Our mission is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth and empower you to pursue your life's aspirations. As your trusted financial advocate, we'll listen, and take the time to understand your goals. We believe managing your financial life is not just about managing your financial assets, but also your financial wellness. Having a well defined strategy and knowing that all parts of your financial life are working together to pursue your goals, can give you confidence to know where you are and where you are going on your financial journey. 


INTEGRATION OF LIFE AND WEALTH

We believe wealth should serve, rather than complicate life

COMMITMENT TO OBJECTIVITY

Independent and objective advice brought together to support your needs

EXCEPTIONAL PERSONAL SERVICE

Deep understanding and responsiveness to our clients

Pre-Retirement Checklist

Making the transition can be intimidating, but we help you make the process as easy as possible.

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Estate Management Checklist

A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children.

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Understanding Extended Care

Addressing the potential risks of extended term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.

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Are you ready for your Portfolio to make a difference?

Impact investments are made with a measurable or tangible goal for social change in mind. From there, the criteria may differ depending on your own values and focuses.

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About Us

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.”

No Matter What Stage of Life You’re In, We Want to Be Your First Call

Whether it’s good or bad news, we’re here to guide you through it all. We’re always committed to what’s important to you. So, tell us what’s on your mind?

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