What Differentiates Us?
  • Commitment and Focus: Our practice is structured into specialized teams for personalized solutions. You, the client, benefit by having a dedicated team of advisors to facilitate service.
  • Knowledge: We understand the financial disciplines that matter to you, including asset management, tax-minimization, fiduciary guidance and investment and retirement education. Our professionals retain industry recognized and respected certifications and credentials including CPA, CFP®, CFA and JD designations.
  • Independence: We are independent and product agnostic, emphasizing process over product. Open architecture allows selections over the universe of institutional no-load funds and alternatives. We believe in a long term proven strategy with a focus on risk management.
  • Access: As a SDWMA client, you may receive access to the following opportunities, resources, and investments:
    • Strategic asset allocation models
    • An open architecture platform of products
    • Independent and unbiased scrutiny of investment managers
    • Intellectual capital and research resources
    • Alternative investments, such as hedge funds
    • Modular financial planning services
    • Retirement plan expertise and platforms
    • Participant education programs

Recognized by the following National Rankings:

Accounting Today 
“The Top 150 Firms by AUM”
The 2016 Wealth Magnets
Financial Advisors
2016 Top RIA Survey and Ranking