La Jolla Wealth Partners offers specialized financial services and strategies for individuals, families, businesses, endowments, and foundations. Our team’s deep expertise and personalized approach ensure we stay focused on our clients’ specific needs. We have two primary objectives:
- To deliver the expert skills, knowledge, and services required by high-net-worth clients, supporting wealth creators, their families, and future generations.
- To acknowledge and address the distinct needs and aspirations of high-net-worth clients with the highest level of professionalism, discretion, and commitment to outstanding service.
By thoroughly understanding our clients, we align our capabilities and services with their financial goals, both present and future. Our strength lies in connecting clients with tailored strategies that help them achieve their complex financial objectives, offering a comprehensive suite of services to meet all aspects of their financial lives.
Services
Comprehensive Wealth Strategies
Our years of experience and client first mindset helps us offer a range of wealth management solutions tailored to you!
Contact UsPersonalized Investment Solutions
You deserve an investment management solution that is designed to align with your specific investment objectives.
Contact UsElite Athlete Advisory
The uncertainty of professional sports increases the need to secure your financial future by creating strategic plans!
Contact UsCapital Markets Expertise
Gain access to specialized services provided by Wells Fargo Securities, Inc. and explore the benefits of Capital Markets.
Contact UsExecutive Financial Services
Navigate the complexities of executive compensation with our customized investment solutions and consulting.
Contact UsStrategic Liability Solutions
Access to lending products and services through Wells Fargo affiliates.
Contact UsThe La Jolla Wealth Partners Team
Awards & Accolades
Greg Shallan, Managing Director
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Get In Touch With La Jolla Wealth Partners To Learn More About How We Can Help You
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