Broker Check

Location:
The Promontory
11440 West Bernardo Court
Suite 290
San Diego, CA 92127

Contact Us:
P: (858) 256-7020
P: (619) 291-2102
P: (760) 723-1151
F: (619) 291-6841
F: (760) 723-8672
 

Lighthouse
Family Sailing

Our Passion ... Your Life Goals!

Nautica Wealth Advisors is passionate about helping our clients work toward their life goals. By developing a plan that reflects your unique aspirations, and utlilizing our independent and unbiased guidance, we can help you “go confidently in the direction of your dreams and live the life you have imagined.”

Family Sailing

Connecting to Values You Can Trust 

We realize we are not the only firm that offers wealth management, investment strategies and wealth protection planning. What sets us apart is our commitment to keep your best interest at the fore front of our practice. Nautica Wealth Advisors is built on a 40 year tradition of putting “Clients First.” We firmly believe that the relationships we build with our clients are for life, and we never lose site of the trust and confidence our clients place in us to help them on their journeys to financial independence.

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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