La Jolla, CA Financial Advisors | Ferguson Wealth Management

A personal commitment to your financial future

Ferguson Wealth Management

408-282-8429

UBS Financial Services Inc.
1200 Prospect Street
Suite 500
La Jolla, CA 92037

As a rising corporate executive, building wealth is your chief consideration. When you become a parent, your focus may shift to putting aside money for your children. Approaching retirement, you want to keep your assets secure for the future you’ve envisioned for yourself and your loved ones.

At Ferguson Wealth Management, we help our clients navigate their shifting needs and priorities. What’s important to us is our personal relationship with you. We believe that only by knowing you, your family and your goals can we create the comprehensive financial plan that your future deserves.

Our clients truly come first, which means we advocate for you in all areas of your life, beyond investing. Our goal is to be a consistent source of support, integrity and experienced advice throughout your life’s changes.

Financial planning

A financial plan is your road map for a confident future

Our team focuses on bringing corporate executives and their families the confidence that only a well-conceived financial plan can provide.

The first thing we do when we meet a client is listen to their story—where they’ve been, where they’re going, how they envision the future for themselves and their family.

Our next step is to construct a goal-oriented financial plan developed around your objectives. It’s a plan designed for weddings and college educations, for taking care of aging parents, for the active retirement you’re looking forward to.

No matter what the markets may be doing at any given moment, we think of your plan as a long-term roadmap you can rely on to guide your way.

Investment management

Investing together in your future

Our clients are knowledgeable, successful people who want to work with an advisor on ways to help grow and preserve their wealth.

When it comes to investing, we look together at your options and draw on the research of UBS equity and fixed income analysts to design an individualized tax-managed program that aims to provide you with a stable, comfortable cash flow and reduce volatility.

Because we understand your financial ambitions, we’re able to give you practical knowledge that applies directly to your personal situation. We’ll help you truly diversify your investments according to your goals and values. And knowing your risk tolerance guides us at all times.

Personal service

Our connection to you

What we really value is the connection we have to you and the people and concerns that matter in your life.

We have personal connections to many of our clients—they’re friends or friends of friends. When we work with you and your family, you become part of that community of friends.

For the past 15 years, we’ve been a consistent source of support and advice for our clients. We’ve collaborated together through recessions, tax law changes, challenging personal times, and during life’s transitions and market upheavals.

We are committed to our relationship and committed to helping pursue your goals.

Holistic wealth management

Support for your entire financial life

Whether you’re buying a new house, starting a new business or planning your legacy, we offer wealth management solutions tailored to the whole picture of your life.

We regularly review every aspect of the way your wealth is managed, both short and long-term. With our access to the global resources of UBS and its team of specialists, we can help fulfill your goals, with banking services, including strategic credit solutions, or insurance that can preserve your wealth for the next generation.

Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.

Podcasts

Insights

Access the latest views and financial market coverage