At our firm, we have the client—and only the client—in mind.

With over 40 years of industry experience, we have found cookie-cutter portfolios produced for the masses often underserve the goals and needs of high net worth investors. Our private wealth team specifically services individuals, families, and endowments, recognizing their need for a family office who can tailor portfolios with a higher level of investment expertise.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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

Jessica McConnell

Jessica McConnell

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

Amy McGinnis

Amy McGinnis

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

Todd Carbone

Todd Carbone

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

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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.

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