La Jolla Institute for Wealth Management



How do I know I can trust you? What is tax management? How do I transfer assets to children and grandchildren? Without commissions, how do you charge? What is the minimum investment required to become a client? How do you offer unbiased advice? Short-term vs long-term investing? Am I on track for retirement?		Transferring Assets "I'd like to transfer money to the grandkids, but don't know how." The Institute specializes in family succession with the most tax-efficient tools. We utilize estate planning, yearly gifting programs, 529 plans, charitable trusts, and more to meet client goals for giving. For more information, see The Wealth Management Trust©.