Watch our Wealth Plan video on why, where and how we plan, protect and grow your wealth.Learn More
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
Estate Planning to help preserve, protect and grow your assets for future generations.Learn More
Your Single Source
Welcome to Wealth Advisors Inc. an independent financial management firm in Rancho Santa Fe, California. We understand that individuals face unique challenges as their money grows. Life doesn’t get simpler; it becomes more complex. We can help solve the mystery of planning for today and tomorrow. Whether your goal is preparing for retirement, or dealing with complex business, estate and tax planning, our personalized and comprehensive services focus on your specific financial goals and objectives. Our professionals have over 30 years of wealth management and financial service experience. We can help you address all of your needs of today and for many years to come. We look forward to working with you through all stages of your life and hope to be your single financial source.Contact Us
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The item most homeowners forget on their home improvement project checklist is insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Apps that help small business owners better manage and grow their business.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How do the markets usually react to elections? Was the 2016 election any different?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
Recent changes in estate tax laws could affect the strategy you have in place.
Learn how to harness the power of compound interest for your investments.