Welcome: A Manifesto
“Who are we and why are we here?”
In the summer of 2016, we at San Diego Wealth embarked on a project that would set the direction of the firm towards a more inspiring and meaningful future. At the core of the project was defining our central purpose for being and the core values reflecting who we are.
In other words, “Why are we here?”
The answer, derived from a series of thought provoking questions posed and discussed by all members of the firm, was “To effect positive change in people’s lives leading them to greater freedom and happiness!”
With this vision in front of us we began to expand what we were doing for clients and how we were delivering the experience. We began bringing more to the table and redesigning our process so we could begin impacting our clients in a greater way.
Our story was emerging as a firm that was about much more than just investing your money. Now offering financial life planning. Our focus expanded into a much more comprehensive approach. And we realized that in order to do the best planning, we needed a much deeper understanding of not only our clients' goals, but their deepest heart’s core yearnings.
We call it their “dream of freedom.”
In other words, “Who are we?”
The answer to this question derived from an extensive conversation of group self-discovery led to the following characteristics we hold dear and live by and aspire to continue to live by:
So this is who we are and what we aspire to be for you. Whether an existing client, a prospect reading about us for the first time, our neighbor, or a friend or acquaintance, we want you to know that we are here to help support and lead you on your journey with a system and process to help move the needle towards more of what you want.
All of us at San Diego Wealth invite you to our table to first learn more and consider if we might be the right partner for where you are today and where you want to go tomorrow.