EXPLORE. DREAM. EXECUTE.

San Diego Wealth Management (SDWM) is a lifestyle design financial planning firm.

 

Our reason for being is to effect positive change in people's lives leading them to greater freedom and happiness!

 

WHAT IS LIFESTYLE DESIGN?

“Lifestyle design is a financial life planning model to bring a fuller planning experience to you, our client. It starts with uncovering what a life of real freedom and happiness looks like for you, then merges in the acumen of the skilled financial planner, with the science of investing and the best practices of managing all your resources."