We are dedicated to providing comprehensive financial planning and investment management to San Diego County. We are based in Solana Beach and our client base is spread throughout San Diego County, California, and 23 other states. As independent wealth advisors, our primary focus is to provide objective opinions that are designed to pursue long term goals. Our banking experience allows us to look at both sides of the balance sheet, and to design a personalized plan to address your goals. Once the plan is in place, we use a substantial variety of investment tools to reach those parameters.
Guardtower Financial Services does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. The core of what we do is: helping you develop a plan to address the goals in mind, while striving to use the most appropriate tax efficient and cost-effective methods to get there. We understand that each client is an individual with particular needs, wants, and goals, not an account number or a line item.