La Jolla Gateway
9191 Towne Centre Drive, Suite 300
San Diego, CA 92122


We are an Independent Wealth Management and Financial Advisory Practice

Since 1988 we have worked with High Net Worth Clients
to help them achieve financial security through trusted advice,
strategic planning and professional asset management services. 

We look forward to speaking with you soon,

Michael W. Jennings, AAMS, CRPC
Managing Principal, Senior P.I.M. Portfolio Manager

John C. Hadley
Senior Financial Advisor

Jackie Walker
Registered Operations Manager