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What's Possible

What if you lived your most inspired life? Your most meaningful life? What if every day you challenged yourself to live your dreams and a life of great meaning? What a difference that would make for you and the world!

San Diego Wealth is a whole life planning firm that merges your vision for the life you’ve always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources.

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Why We Are Here

As a firm this is the question that we are always asking ourselves. It helps us stay relevant and on course for our central purpose for being in the world, that is:

“To effect positive change in people’s lives leading them to greater freedom and happiness!'

With this purpose, we continue to expand what we are doing for clients and how we are delivering the experience. We continue to grow and are bringing more to the table so we can impact our clients in a bigger way. We are much more than just investing your money. We are about doing the most powerful planning that goes beyond our clients' goals, to their deepest heart’s core yearnings and dreams of real freedom and inspired living.

Expand Your Knowledge

Curated articles, videos, podcasts, and more to support all areas of your life.

Life Planning

Your life plan is a living document that changes when you change. It reflects everything you have and everything you imagine you could have. Something that is always available to dream with, to reflect on, and to share with your loved ones. It’s the map of the inspired life you intend to live.

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Financial Planning

With your life plan in place, we create your financial plan, which shows how all that is embodied in your life plan can be supported. Your financial plan shows how your money can flow in and out of your life. How it can be used and apportioned. How you should budget and how you should spend. How much you will have at any point in time with assumed levels of potential gain and loss in your portfolio.

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Investment Management

We create your investment plan with a full suite of global equity, fixed income, and alternative strategies to help grow your financial resources so you can realize all that you desire in your life plan. We base our investment recommendations on our core beliefs about markets, diversification, and investment trade-offs, as well as the industry experience and academic research that inform these beliefs.

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Your Health, Wealth, and Happiness

Once your financial life plan is in place, we are here to help support your life structures like routines, nutrition, spirituality, relationships, mindfulness and movement. We do this through our educational and inspirational podcast and client events. These address key game changers like managing time, energy and resources; leveraging one's unique wiring and abilities; and overcoming obstacles like resistance, fear, and ego. 

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Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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