Conscientious stewardship for families and trusts.
San Diego, California
- Trust managementOngoing oversight of family and individual trusts, distributions, and reporting.
- Portfolio managementLong-term, diversified portfolios aligned with each client's stated goals.
- Estate & legacy planningCoordination with attorneys and accountants on estate and transfer planning.
- Charitable givingThoughtful structures for gifts to the causes and communities clients care about.
Principal
David K. Romero, CFP®, AIF®
Principal & Fiduciary Wealth Advisor