About Us

WLG Vision, Mission & Core Values

A picture of a San Diego Investment advisor firm team

We believe that successful business owners and professionals want and need a comprehensive plan to ensure the eventual transition and legacy of their business and their wealth. Unfortunately, most individuals are so busy running day-to-day operations that they don’t take the time to put a formal plan in place.

Our vision is to provide a roadmap to ensure that wealth (including financial, relational, mental, emotional, physical, family and spiritual wealth) is protected through all stages of the business life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Our perspective encompasses asset & risk management, estate & business transition planning, retirement & wealth management, and family & employee relationships built upon trust and communication.

Mission Statement

We provide a unique and multi-disciplinary planning experience to exceptional business owners, professionals, executives and their families using a comprehensive team approach.

Value Statement

We are the nation’s premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships.

Our Values are to…

  • Provide a warm and welcoming professional experience
  • Treat our clients, staff and strategic partners with integrity and respect
  • Develop lasting relationships to help our clients reach their long-term goals
  • Apply our expert skills, knowledge and creativity to develop unique and comprehensive solutions
  • Encourage our clients to make wise philanthropic decisions
  • Respect our clients’ privacy by safeguarding personal information
  • Encourage feedback and initiate positive change
  • Serve our larger community by engaging in meaningful non-profit activities
  • Enjoy our team, clients and work environment and have fun in the process

Meet WLG Team