Believe there is a great power silently working all things for good, behave yourself and never mind the rest." Beatrix Potter

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Take the First Step
<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more
<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Learn more

Meet Our Experienced Financial Professionals

Kurt Mortenson, CFP®

Kurt Mortenson, CFP®

Managing Director and Senior Financial Advisor

(760) 818-7028

John Wong

John Wong

CFE, CIA, FPQP, Managing Director of Operations

(760) 818-7017

Todd Carbone

Todd Carbone

Strategic Partner, Capital CS Group, LLC - Concentrated Stock & Complex Options Specialist

Amy McGinnis

Amy McGinnis

Strategic Partner, Capital CS Group, LLC - Director of Marketing

Jessica McConnell

Jessica McConnell

Strategic Partner, Capital CS Group, LLC - Concentrated Stock & Complex Options Specialist

Patrick Burns, Jr., J.D.

Patrick Burns, Jr., J.D.

Strategic Partner, Advanced Regulatory Compliance, Inc

Schedule an Appointment

Thank you!
Oops!

Contact Us

We’d love to hear from you!