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Who Benefits Most From Our Wealth Advisory Services

While our clients consist of a diverse array of successful families and business owners, they typically share a few things in common:

  • The desire to organize, simplify, and improve the efficiency of their financial picture
  • A need to offload some of the responsibility associated with effectively managing aspects of their financial well-being, given limits on their time, desire, or knowledge base
  • An appreciation for working with fiduciary advisors and CFP® professionals
  • Humble by nature

Common Characteristics of Our Clients

Family Net Worth of $1M to $50M

We work best with families who have saved well for their future and need more expertise in managing their finances.

Investment Portfolio Worth $1M to $30M

We help you and your family manage your investments with plans personalized just for you.

Subject to High Income and/or Estate Tax Rates

We specialize in helping our clients understand and plan for their taxes more efficiently.

General Investment Experience

We work with clients with experience owning common types of investments such as Mutual Funds, ETFs, Stocks, Bonds, etc.


The Top 5 Reasons Clients Come to Us

  • To organize and simplify their financial lives
  • To save time and reduce the stress associated with financial decisions
  • For help making smart decisions with their resources in order to appropriately manage their wealth
  • To potentially reduce taxes: minimize their lifetime and estate tax bills
  • To fund their current lifestyle and future legacy

Clients That Are the Best Fit for Us

Our clients are as individual as their needs, and that’s just the way we like it. We don’t believe in a one-size fits all approach—we deliver a customized experience.

“I’m at that point in life where I need a financial advisor who can help me with the big picture and ensure I’m on the right path.”

The Career Professional

AGE 40-65



You’re a hard-working professional who has perhaps worked with financial planners in the past. But you know you need more—you want an advisor who will be proactive, act in your best interest, and isn’t driven by commission.

About Shared Vision Wealth Group

At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.

Our Clients

Successful households (and business owners) looking for a solid plan for their financial future turn to us.

Learn More

Our Approach

It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet The Team

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.