Driven by your life's goals Holistic wealth management

Family Wealth Management Kurt B. Hoffman, Lisa Armacost, Christine J. Owens

From left to right:
Kurt Hoffman, CRPC® & Lisa Armacost, CFP®

Family Wealth Management


phone

858-729-5249
858-560-5667



phone

855-556-6363





address

1200 Prospect Street
Suite 100
La Jolla, CA 92037



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. 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. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure 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 to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.



Insights

Planning for the future

Selling your business: Proceed with passion

Planning for the lifestyle you want

Planning for the lifestyle you want