LHF Wealth Management Group

herohero

Your Goals, Our Guidance

The LHF Wealth Management Group of Wells Fargo Advisors



                  

Committed to Personalized and Proactive Approach Dedicated to your Success



  •          Comprehensive Wealth & Investment Management
  •          Customized Portfolios & Financial Plans for each client to fit their specific needs
  •          Multi-generational Wealth Planning


The LHF Wealth Management Group of Wells Fargo Advisors holds over 120 years of combined experience in all aspects of Financial Services.  Helping our client achieve their long-term investment goals through strategic and ethical planning solutions, well diversified investing and risk management is our priority.   We pride ourselves in being able to provide world class service to our clients.  Our goal is to build long lasting relationships with our clients and their families in order to help them reach their goals and dreams.

Meet Our Team

Contact Us

phone

Phone

858.248.8822

address

Address

13520 Evening Creek Drive, 
Suite 500, 
San Diego, CA  92128

Request Information
retiring

2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

Get the report
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

News and Insights

..

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Read More

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Read More

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Read More

Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

Read More

College Financial Aid

Read More

Could My Family Benefit from a Family Limited Partnership?

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

Read More

Your Investments: What Happens Next?

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

Read More
Looking Ahead

Looking Ahead

Looking for a fast way to stay up to date? How the markets performed over the last week and what may happen next week all...

Read More
Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, GA, HI, ID, MD, MI, NE, NJ, NM, NV, OK, OR, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.