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La Jolla Gateway
9191 Towne Centre Drive, Suite 300
San Diego, CA 92122
Phone:
  • 858.707.4670
Fax:
  • 858.246.6704

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Contact Us

We are an Independent Wealth Management and Financial Advisory Practice

Since 1988 we have worked with High Net Worth Clients

to help them achieve financial security through trusted advice,

strategic planning and professional asset management services. 

 

We look forward to speaking with you soon,

 

Michael W. Jennings, AAMS, CRPC

Senior Financial Advisor

P.I.M. Portfolio Manager

 

John C. Hadley

Portfolio Administator

Financial Advisor

 

Jacquelyn Walker

Client Services Director 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals