Nautilus Advisors

Financial ServicesCalifornia, United States0-1 Employees

Founded in 2010 by Thomas Brenner CFP® and Michael Behner CFP® Nautilus Advisors is an SEC registered investment advisor providing full service financial planning and asset management services to high net worth families and businesses. Comprehensive financial planning is a process encompassing portfolio management, goals and needs-based analysis, insurance optimization and can include estate and charitable planning. We coordinate with your team of financial professionals enhancing your strategies in advanced tax and estate planning. We work with top attorneys and CPA's in these areas and are happy to make referrals when necessary. We also work with small to medium closely held businesses advising on succession planning, key executive retention, employee benefits and retirement plans. Services Offered • Portfolio Management • Estate and Charitable Planning • Insurance Review and Implementation • Strategic & Tactical Financial Planning We look forward to speaking with you. Phone: (619) 573-4600 Email: info@nautilusadv.com

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