La Jolla Institute For Wealth Management Home La Jolla Institute For Wealth Management Services La Jolla Institute For Wealth Management Firm La Jolla Institute For Wealth Management Clients La Jolla Institute Wealth Management FAQ La Jolla Institute For Wealth Management Contact
 
     

ABOUT US

MISSION STATEMENT

WHO ARE WE?


  LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

The La Jolla Institute for Wealth Management is an independent, state registered, advisory firm that secures investment, legal, and insurance services from leading third-party providers. We offer fee-based, objective advice to clients. Unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on transactions. All fees are negotiable and are fully disclosed prior to the engagement.

La Jolla Institute for Wealth Management was formed in 1992 as a dba of Professional Planning Counsel, Inc., a wealth management advisory firm incorporated in 1979.

 
   Home | Services | Our Firm | Clients | F.A.Q. | Contact Us |