We believe in the Possibility of
We believe in you and
Your Most Inspired Life!
We believe that the meaning of life involves the
Pursuit of Happiness!
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.
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.
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.
We create your investment plan with a full suite of global equity, fixed income, and alternative strategies designed 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.
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.
"... conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision."
"... My wife and I were going through some financial turmoil and I sent them an email hoping to get a few tips on how to get out of debt and better manage my finances. Well not only did I get a few tips, I also got an amazing financial plan which will help us get back on track and get out of debt within a few years."
"We have nothing but good things to say about San Diego Wealth. Everyone on the team, especially our advisers - Mark and Aries - have been punctual, kind, patient, friendly, and effective... We recommend you go nowhere else for caring and productive wealth management."
Market Update with Phil Blancato
Five Key Principles of Happy Money
Leveraging Your Bonus Years