Financial Advisors
San Diego, CA
Heritage Wealth Management is a fee-only fiduciary financial advisor serving San Diego and surrounding areas, specializing in retirement planning, tax strategies, business owner liquidity events, real estate and private equity investments, and wealth transfer. Led by a team of partners with expertise as CPAs, CFAs, and CFPs, they offer comprehensive financial guidance for complex situations including 1031 exchanges, charitable giving, and family office services. Their independent fiduciary status means their sole focus is securing the best risk-adjusted returns for clients across traditional and alternative asset classes.
Ideal for: Business owners, high-net-worth individuals, retirees planning complex tax strategies, real estate investors, those with alternative investment interests
Service area: San Diego County and Southern California, including Escondido, Poway, Rancho Bernardo, and Rancho Santa Fe
Fee-Only Fiduciary Model: Operates exclusively as a fee-only fiduciary advisor with no commissions, ensuring their interests are fully aligned with clients' financial goals.
Multi-Disciplinary Expert Team: Partners include CPAs, CFAs, CAIA, and CFP professionals with operational experience in tax planning, real estate, private equity, and traditional wealth management.
Alternative Investment Access: Provides access to real estate, private equity, and 1031 exchanges alongside traditional stocks and bonds for diversified portfolio strategies.
Address: 11440 W Bernardo Ct # 390, San Diego, CA 92127
Phone: (858) 613-9191
Website: hwmi.com
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