Estate Planning & Wills
San Diego, CA
Oath is a San Diego-based law firm specializing in estate planning, investment strategies, and wealth management for high-net-worth individuals and families. Founded by experienced attorneys with backgrounds in both law and finance, they combine legal expertise with investment knowledge to create comprehensive plans that protect assets, minimize taxes, and ensure smooth wealth transfer. Their integrated approach addresses estate planning, trust administration, tax optimization, and investment advisory services.
Ideal for: High-net-worth individuals, business owners, families with significant assets, retirees planning wealth transfer, individuals seeking tax-efficient estate strategies
Service area: San Diego County and Southern California
Integrated Legal & Financial Approach: Combines estate planning law with investment strategy and wealth management, offering clients a holistic approach rather than siloed services.
Specialized in High-Net-Worth Planning: Focus on complex estate situations including tax optimization, business succession, and multi-generational wealth strategies for affluent clients.
Granite Ridge Office Location: Professional downtown San Diego office conveniently located in the business district for easy client access and meetings.
Address: 9655 Granite Ridge Dr #200, San Diego, CA 92123
Phone: (619) 784-8987
Website: oath.law
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