• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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3 methods to not run out of money
4 mistakes people make with their first million
7 secrets to accumulating your first million
7 tips to successfully transfer wealth to your kinds
8 tax loopholes you may be missing

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Nautica Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Nautica Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Financial Planning

We believe that the pursuit of your financial goals deserves a well-thought out and executed financial plan, and full-time professional advice. Learn More

ESTATE PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

Investment Management

We live in an age of more prosperity and opportunity than ever before. We earn more, and spend more, increasing our need to plan for the future with the money and other assets we accumulate.
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Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Learn more

Personalized Wealth Management

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

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in San Diego, CA, Nautica Wealth Advisors has office locations and advisors across the country. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Nautica Wealth Advisor’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary September 18, 2017

Relief over hurricane Irma and renewed confidence in the economy pushed some stock indexes to new highs during the week. The S&P 500 soared 1.6% and the MSCI ACWI increased 1.2%. Both indexes hit new highs.The Bloomberg BarCap U.S. Aggregate Bond Index declined 0.5% on increasing risk that the central bank will raise rates one more time this year.

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Blog
Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

Monthly Newsletter
September Monthly Newsletter – Conflict Avoidance in Estate ...

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Video
2017 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

    Blog post
  • Safeguarding Personal Information

    Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

    Weekly Market Commentary
  • Safeguarding Personal Information

    Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more