CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.
We specialize in helping women facing financial transitions in life, whether it’s a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets, divorce, planning for retirement, seeking socially conscious investment opportunities, or more.
If you have:
-Recently lost your spouse and have multiple trusts, real estate properties, investment accounts, insurance policies to sort through.
-Selling your business and need help determining if the money will last the rest of your life, how to make sure your employees are taken care of, and need advanced tax planning
-Considering retirement and concerned if you've saved enough, wondering if you are invested appropriately, which accounts you should use to replace your income, or have questions related to social security
-Unsure about what to do with your employee stock options, RSUs, ESPP, or any other corporate benefits and need help sorting through it all
-In the midst of a complex divorce and concerned about an equitable distribution of assets
Call us! We can help you sort through these issues and work hand in hand with you to create a plan for what moves you should be making now to set yourself up for success. Our team is ready to get to know you and help put your mind at ease.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 3570 Carmel Mountain Rd, Suite 150, San Diego,california 92130,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cawealthtransitions.com
- Keywords
- financial planning, retirement planning, divorce, estate planning, investment management, life insurance, long term care insurance, trusts, tax minimization, Wealth management, Sale of a business, wealth planning, financial transition.
- HQ
- San Diego, California
California Wealth Transitions, Inc. Questions
California Wealth Transitions, Inc.'s website is cawealthtransitions.com
California Wealth Transitions, Inc.'s LinkedIn profile is https://www.linkedin.com/company/cawealth
California Wealth Transitions, Inc. has
17 employees.
View email and phone details for 17
employees at California Wealth Transitions, Inc..
California Wealth Transitions, Inc.'s industry is
Financial Services
California Wealth Transitions, Inc.'s top competitors are
Nelson Connects,
California Capital Mortgage Bank,
Wp Sitebuddy,
All Inclusive Insurance Services,
Singular Security Inc.,
Divorce Analytics,
Warp+weft,
Weldwood Publishing,
Confidence Wealth Management,
Real Estate Funding.
California Wealth Transitions, Inc.'s categories are Financial Services
California Wealth Transitions, Inc.'s founding year is 2012
