Wealth Analytics, San Diego's Premier Retirement Planning Firm

WHAT DOES FINANCIAL SUCCESS LOOK LIKE TO YOU? Wealth Analytics, one of San Diego's premier retirement planning firms, is committed to helping clients achieve their vision of financial success through our strategic financial planning and investment management services. Wealth Analytics is an independent financial planning firm that provides financial planning, retirement planning and portfolio management advice on a fee-for-service basis. We believe that every client is entitled to an objective assessment of their financial goals and resources. As a Registered Investment Advisory firm, we act as a fiduciary on behalf of our financial planning and investment management clients. At Wealth Analytics your vision of financial success always comes first.

WEALTH MANAGEMENT
We believe that the best investment strategies are those that reflect the client's financial goals and priorities. Our firm specializes in designing investment strategies that are suited to meeting the unique challenges of retirement planning.

Our approach to investment management is conservative; we do not believe in taking unnecessary risks with our clients’ financial assets. Investment planning decisions are based on a careful analysis of each client’s risk profile and retirement goals. Investment strategies are designed for tax-efficiency and rely on index funds and exchange traded funds (ETFs) whenever possible. We believe that holding down the client’s investment costs is one of the primary factors in creating successful, long-term investment strategies.

If your vision of financial success is to have the resources to explore your potential and live life to its fullest, our team of Certified Financial Planner™ professionals can help you develop wealth management strategies tailored to your values and priorities.

RETIREMENT PLANNING
Wealth Analytics’ primary focus is working with individuals approaching retirement. Typically, our clients have built successful careers and are interested in making a predictable, low risk transition into retirement. Wealth Analytics provides an analysis of the client’s financial resources in relation to retirement planning. This analysis includes the development of an investment strategy specifically tailored to their retirement goals.

Many of our clients are successful business owners who are interested in business succession planning. In addition to providing personal financial planning, Wealth Analytics helps business owners develop a seamless strategy for exiting their business.

It would be nice to have a plan in place
that fits our own life vision and desires
—a vision that marries making money with doing what we love and inspires in us more hope than dread.
--Mitch Anthony

PRINCIPALS OF THE FIRM
Troy Daum, Certified Financial Planner™ professional, founded Wealth Analytics in 1999. He has
more than twenty years of experience in financial services and has played a visible role in building
the financial planning profession in San Diego. Troy Daum served as the first President, and is presently Chairman Emeritus of the San Diego chapter of the Financial Planning Association.
Troy specializes in business succession planning and retirement income planning.

Gordon Tudor, Certified Financial Planner™ professional, became a
principal of Wealth Analytics in 2004. In addition to being a principal
of Wealth Analytics, he is the president of Strategic Asset
Management Group, LLC. Gordon founded SAMG in 1991 to provide fee-based retirement planning services to individuals and corporations. He is a member of the Financial Planning Association of San Diego. Gordon specializes in the design and management of 401(k) plans.


	LOCATED IN SAN DIEGO, CALIFORNIA 12520 High Bluff Drive, Suite 385 San Diego, CA 92130 (858) 794-2100

CONTACT WEALTH ANALYTICS TODAY
We invite you to a complimentary meeting to explore the financial planning process.
Please click here to request an initial meeting time at our office.