Planning is the doorway to what's possible

Family Wealth Management

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

Investment Insights


Family Wealth Management

1200 Prospect Street
Suites 500 And 375
La Jolla, CA 92037

855-556-6363 fax

Kurt B. Hoffman, CRPC®

First Vice President – Wealth Management
Wealth Advisor
Chartered Retirement Planning Counselor (CRPC®)
Lisa Armacost

Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Year Ahead 2013
Cashin on the Markets
Top of the Morning Podcasts