Love Wisdom Money Email Format

Financial ServicesCalifornia, United States2-10 Employees

Love Wisdom Money is a financial services company based in San Diego, California, with a small team of 2 to 10 employees. It operates as an independent, multi-family office serving high net worth individuals, coordinating advisory teams to align their goals, vision, and values. The firm emphasizes proactive planning to anticipate major life events and manage related financial risks through strategic planning. Financial planning services are offered through Superior Planning, Inc., a Registered Investment Advisor; securities offerings are provided by Calton & Associates, Inc., a FINRA/SIPC member broker-dealer; investment advisory services are offered through Carmel Capital Partners, LLC. Superior Planning, Inc., Calton & Associates, Inc., and Carmel Capital Partners, LLC are independent, non-affiliated entities; the company’s website is lovewisdommoney.com.

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