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3 methods to not run out of money
4 mistakes people make with their first million
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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

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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 Partners

Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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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

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