We are an independent San Diego wealth management firm founded over 29 years ago. We specialize in helping women in leadership, LGBTQ+ families, and successful business owners make important financial decisions that impact their future.
We believe that as a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate governance (ESG). With this said, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process.
Our core values are centered around trust and open communication. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do. We surround ourselves with diverse team members who understand that our only existence is to serve our clients.
Let us know if you would like to talk on how we can serve you,
Marci Bair, CFP® and Victor Orozco
President Managing Partner