A financial partner for successful individuals andfamilies

Our objective is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in life that matter to you most.

We serve successful individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding their children’s college educations and having enough for retirement.

We have deep experience in addressing the important financial matters successful individuals face, including asset protection, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, enjoying financial independence.

The importance of family is a universal theme among our clients, so we take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.

Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or benefits from a successful business career. We have strategies designed to resolve this risk, while also mitigating the tax implications. Whatever the need, we’ll be here for you as your family grows and evolves into future generations.

The best time to plant a tree was 20 years ago;
the second best time is now.
– Chinese proverb

Contact Us

Want to know more about how we can help you? We’d love to hear from you.

3111 Camino Del Rio North, Suite 920 | San Diego, CA 92108 | Phone: 858.866.3550 | Fax: 619.462.2015 | Toll-Free: 877.752.6463 | Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Siegel Financial Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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