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Holistic Wealth Management

As a


, Shared Vision Wealth Group will design a financial roadmap to prioritize your goals, establish milestones and provide progress reports.

Tax Planning

Learn about ways to potentially reduce your lifetime tax burden with strategic tax planning, a critical piece of any good wealth management plan. We will work closely with your CPA or tax professional to ensure that accurate and timely information is shared.

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Financial Planning

How does your financial picture align with the vision you have for yourself and your family? We’ll assess all aspects of your finances, provide guidance and create a personalized financial plan to make decisions that will help achieve your goals.

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Estate Planning Guidance

Learn how to protect your assets and ensure your loved ones avoid legal hassles over your accounts, assets, and property when you pass. Plus, we’ll help you outline ways to minimize taxes and expenses over your life and legacy. We are available to work with your estate planning attorney to provide up-to-date information regarding your assets and intended use.

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Portfolio Management

Rest easy in the knowledge that we have your back. We’ve tailored a portfolio of investments to fit your life goals and vision. And we’ll continuously oversee it through the changing markets and dynamics of your life.

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Take Control of Your Future Today

If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.