Advice | Investments | Lending
By continuing to demonstrate performance with integrity, we will strengthen our organization and deliver value to our customers, employees and community.
Competent, trustworthy and dependable service above all. Our commitment to integrity is a cornerstone of our success. Our dedication to the highest standards of business conduct is a critical part of our culture.
Our goal is to streamline the complexities that come with affluence and provide customized financial solutions with
a GOAL FOCUSED WEALTH MANAGEMENT approach.
Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT.
The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes.
We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are
GOAL FOCUSED and objective.
Simply put, the interests of our clients come first.
Winner of the Wealth Manager of the Year Award
2012 - 2013 - 2014 - 2015 - 2016 - 2017 - 2018
As seen in San Diego Magazine*
Kelly M. Newell
President & CEO
Senior Client Associate
F. Zachary Fielder
College Education Planning
Tax Minimization Strategies
Insurance & Risk Management
Estate Planning Strategies
Liability & Debt Management
Every client is unique, and every client will have a unique strategy to help achieve their goals.
Develop Personal Plan
Monitor and Review Plan
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(858) 535-1700 (main)
(858) 535-1701 (facsimile)
6310 Greenwich Drive, Suite 150
San Diego, California 92122
Securities and Advisory services offer through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
Arizona (AZ), California (CA), Illinois (IL), New Mexico (NM), Washington (WA), Nevada (NV), Oregon (OR)
Kelly Newell is a Registered Representative at LPL Financial.
CA Insurance License #0C54110 CA DRE #01910340 NMLS #858901
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.
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