PATENAUDE WEALTH MANAGEMENT

At Patenaude Wealth Management, our mission is to simplify the lives of wealthy individuals like you. We specialize in comprehensive and holistic financial planning that details each step and financial goal unique to every client. Patenaude Wealth Management is located in San Diego, California and serves clients locally and throughout the United States... Patenaude Wealth Management is strategic in the way we approach our relationship with each client. Our philosophy is that timeless values like trust, honesty, integrity, dependability, and always doing the right thing for the right reasons, are non-negotiable. These core values serve as the basis by which we make any and all decisions. We use our strategic approach to asset management combined with objective advice to serve each client based on their individual financial plan. Our goal is for you to have complete confidence in us and know your assets are being looked after with care and attention at all times.

Also known as: Patenaude Wealth Management, Inc.

Primary location: San Diego United States