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I am here to make meaningful connections because I deeply believe in networking. I would like to know more about you and your business.
If you have any questions for me, please don’t hesitate to reach out. I am available for a call or coffee here in San Diego.
We are a unique San Diego-based wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.
What makes us unique is we deeply understand, in real time, the tax implications of the wealth management decisions our clients make. The Generalist Wealth Management firm such as the typical financial advisor simply does not have the specialization required to know about (let alone optimize) the synergies that exist when there is a full and complete understanding of both investments and taxes.
Thanks again and I look forward hearing from you.
Nathan H. Medina, CRPC, EA
Certified Financial Planner™
Wealth Manager
AfterTaxWealth.com
(619) 365-4596
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