01
Jul
Gregg Shallan Named to Forbes 2025 Best-In-State Wealth Advisors List
LA JOLLA, CA – TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, a Managing Director at La Jolla Wea...
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
Forbes
Best-in-State Wealth Management Teams
2025
La Jolla Wealth Partners
Forbes
Best-in-State Wealth Advisors
2023 – 2025
Gregg Shallan, Managing Director
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). See full disclosure.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 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). See full disclosure.
Latest News
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11AprLa Jolla Wealth Partners Team Ranked #28 in Southern California on Forbes Best-In-State Wealth Management Teams List
TSG Wealth Management is proud to announce that La Jolla Wealth Partners has been named to the Forbes Best-In-State Weal...
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08JanStephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners
Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners La Jolla, CA – La Jolla Wealth Partners o...
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