Working toward your goals It starts with a strategic plan

San Diego Wealth Management Group Jeffrey Adams, Brian Young, John H. Kerr, Judith Leigh Seaver, Shelsey Robertson, Amy Nguyen, Diwani Biglang-Awa

San Diego Wealth Management Group


phone

858-947-7130
858-947-7999



phone

888-854-4761



address

12220 El Camino Real
Suite 400
San Diego, CA 92130



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.


Brian Young and Jeffrey Adams have been recognized as industry leaders.

  • Brian Young, UBS Top 35 Under 35, 2015, 2016
  • Jeffrey Adams, UBS Wealth Advisor Program Graduate, 2010



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