LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

The La Jolla Institute for Wealth Management is an independent, state registered, advisory firm. We offer fee-based, objective advice to clients. Unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on transactions. All fees are negotiable and are fully disclosed prior to the engagement... La Jolla Institute for Wealth Management was formed in 1992 as a dba of Professional Planning Counsel, Inc., a wealth management advisory firm incorporated in 1979... La Jolla Institute for Wealth Management is a fee-only investment advisory firm located in La Jolla, CA. We specialize in Objective Competent Investment Counsel, Estate Income Tax Planning, Inter-Generational Succession, Capital Preservation Asset Protection, and Retirement Planning and Distribution Analysis. We also offer Fee-For-Service Life Insurance Counseling, a unique service which strives to provide unbiased life insurance guidance.

Also known as: La Jolla

Primary location: La Jolla United States