Broker Check

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

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

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.


Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow