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OUR SERVICES AND PHILOSOPHY
We believe that every client is entitled to an objective assessment of their financial goals and resources. 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 do not work for anyone other than our clients. We do not receive commissions and we do not sell investment products that have hidden costs.

As a Registered Investment Advisory firm we act as a fiduciary on behalf of our clients.
At Wealth Analytics your goals, values and priorities always come first.

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

     
INTEGRATED 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, safe transition into retirement.

In addition to designing investment portfolios that are suited to retirement Wealth Analytics works with clients to co-ordinate the entire range of financial issues that come to the fore as they approach retirement.

Many of our clients think about
retirement as a life stage that will allow them to spend more time doing what they love best. They also want to pursue new adventures and explore their potential.

We believe that the best retirement planning is a conversation with our clients about what makes their lives more satisfying.

We are always ready to listen.
WEALTH MANAGEMENT
Our firm specializes in designing draw-down investment portfolios that are suited to meeting the unique challenges of retirement planning.

Most investors do not realize that managing money in retirement requires a radically different approach than managing money during their accumulation years. Wealth Analytics specializes in designing investment portfolios that can meet our clients' income needs over several decades.

Investment planning decisions are based on a careful analysis of each client's risk profile and retirement goals. Investment strategies 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 strategies.
     
PRINCIPALS OF THE FIRM
Troy Daum, Certified Financial Planner™ professional, founded Wealth Analytics in 1999. He has
more than twenty five 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.
     
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LOCATED IN SAN DIEGO, CALIFORNIA
12651 High Bluff Drive, Suite 350
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.
 
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