We run a fee based investment management company that specializes in tax efficient,  client centric, customized investment management. 

See our website: www.wealthalli.com

Our clients are typically individuals approaching or currently in retirement who have a significant net worth.

We also offer our clients financial planning, wealth management, tax, payroll and insurance services.

Our company is headquartered in Del Mar, California with a second location in El Cajon, California, however we serve clients all over the US and abroad.

Disclosure requirements:
Advisory services offered through Wealth Alliance, LLC, a CA registered investment
advisor. Registered Representative offering securities through Independent Financial Group,
LLC (IFG). Member FINRA/SIPC. Wealth Alliance and IFG are unaffiliated entities. OSJ:
12671 High Bluff Drive, Suite 200, San Diego, CA 92130.
Licensed to sell securities in the following states: AZ, CA, CO, NH, NV, OR, TX & WA
The information provided herein has been obtained from sources believed to be reliable
however we cannot guarantee or represent that it is accurate, complete or current. Because
situations vary, any information provided on this site is not intended to indicate suitability for
any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an
endorsement. When you link to a third party website you are leaving our site and assume
total responsibility for your use or activity on the third party sites.

Wealth Alliance

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