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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you find it hard to attain personal life goals, there’s an app for that!
Is your estate in order? This short quiz may help you assess your overall strategy.
The uncertainties we face in retirement can erode our sense of confidence.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are five facts about Social Security that are important to keep in mind.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.