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Wealth Management Services

Personalized & Goal-Based Solutions to help you build life-long wealth

We all know the future will come, however we still put off financial planning for “a better time”. The truth is, a better time may never come or may come too late. There is no need to put off planning – the time is now.

The key to building lifelong wealth is strategic planning and collaboration from the various financial professionals in your life. Our Wealth Management, Asset Management, Legal, Tax, and Insurance Planning Services allow us to provide clients with thoughtful and highly individualized solutions.

We have assembled a team of experts to assist our clients in reaching their financial and life goals. By applying our service team approach to client needs, we identify a course of action needed for financial, tax and life management success.

Our Approach
We are dedicated to helping our clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We accomplish this by systematically addressing 5 key areas.

Wealth Management

Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling. Many put off financial planning for “a better time”. Unfortunately, a better time may never come or may come too late.

We can help you achieve your financial goals and will give you the guidance to:

  • Save for retirement.
  • Generate retirement income.
  • Minimize your tax burden.
  • Determine proper financial coverage.
  • Help you develop strategies to protect your financial future.
  • Offer personalized advice to help you achieve your unique goals.

Asset Management

In an ever-changing landscape, the global economy is swiftly becoming smarter and more nimble in many ways. We believe the management of your investment portfolio should be smarter and more nimble as well. Through our portfolio hedging techniques and focused “Building Block” strategies we seek to:

  • Minimize our clients’ exposure to overall portfolio risk.
  • Profit from global capital market volatility.
  • Position our clients’ portfolios to benefit from both extremes in global investor sentiment and from extremely rapid technological advancement.

Tax Planning

Effective tax planning and preparation require proactive involvement of a quality CPA. We can review your financial situation and develop thoughtful strategies to minimize your tax liability. Our comprehensive tax planning and preparation services include:

  • Tax planning and preparation
  • Accounting Services
  • Restructuring
  • Mergers, Acquisitions and Sales
  • Advanced Tax Strategies
  • Gift and Estate Tax Planning

Insurance Planning

You will likely have different life insurance needs at different stages of your life. And with people working and living longer, customized solutions are more critical than ever. In fact, almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are now living longer. If your policy is more than 2 years old, you should have your policy reviewed by a knowledgeable insurance professional. There is a very good chance, assuming the applicant is still in good health, they may be able to dramatically increase the amount of coverage at no additional cost or lower their cost of their current coverage.

We can create a customized plan that meets all your goals and objectives. Our Insurance Services include life insurance, long-term care and premium financing.

  • Life Insurance
  • Long-Term Care
  • Premium Financing

Legal Services

Protecting your assets is another component of planning for the future. Building generational wealth requires proactive planning to mitigate and avoid adverse legal actions. We work closely with attorneys to help you build and safeguard your assets. Our legal services include

  • Estate Planning
  • Business and Corporate Law
  • Securities Law
  • Real Estate Law
  • Mergers and Acquisitions
  • Employment Law
  • Charitable Planning

When you work with us you benefit from our unique perspective as a multi-disciplinary practice of law, wealth management, insurance, and asset management services and a full-service CPA Firm, we can identify opportunities that others may miss. You also get advisors who provide a hands-on approach to serving you. You’ll hear from us through-out the year, not just once a year at a review.

Contact us today to learn how we can help you live the life you want to live while building life-long wealth.

Disclaimer:

We believe our clients are best served by integrating the primary financial professional in their lives. Together, through our relationship with Heritage Advisors and their family of companies, we can provide our clients with attorneys, financial advisors, insurance brokers, and business consultants. Please note, however, that not all professionals hold all professional licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our goal is to provide continuous full transparency to our clients and prospective clients. Hamilton Investment Advisors is a Registered Investment Advisory Firm.  Investment advisory services are offered by Heritage Wealth Management, LLC – 1440 E. Missouri Ave. Suite C-200 Phoenix, Arizona 85014. Heritage Wealth Management is a Registered Investment Advisory firm. For further information please reference Heritage’s firm brochure and ADV: https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=287909. Insurance services are offered through Heritage Insurance Advisors, LLC. Legal services are provided by Nelson Healy P.C.

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323 N. Pacific Coast Hwy 101, Solana Beach, CA 92075(858) 481-7702(858) 481-7828