2023 Del Mar Village Association Small Business Spotlight: Weatherly Asset Management
Del Mar, CA - November, 2023
Weatherly was featured in the Del Mar Village Association’s (DMVA) small business spotlight website blog on October 31, 2023. Weatherly was invited via email to participate in the blog opportunity. The business agreed and was asked to answer a series of questions in an online survey format that are consistent with what other spotlight businesses have answered. The resulting content was then posted to DMVA’s website after a review by Weatherly’s team. DMVA later shared the blog content via email notification to their audience.
The DMVA’s 18,000 e-blast audience consists of individuals who have opted in on Del Mar Village content. The majority of DMVA e-blast subscribers reside in Southern California, with the largest concentration being north county San Diego residents.
To be considered for the spotlight, businesses had to be members of the DMVA business partnership. Weatherly Asset Management pays DMVA an annual membership fee. There was no additional cost to participate in the spotlight opportunity, and no reciprocal expectation.
Inclusion in the DMVA Blog is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising this award.
About Del Mar Village Association (DMVA)
The Del Mar Village Association (DMVA) is a 501c3 non-profit Main Street organization with a Board of Directors that include Del Mar residents, downtown Del Mar business owners and commercial property owners dedicated to working together to enhance the vitality of the Village of Del Mar while preserving the community’s history and unique character. DMVA is both a Main Street organization and a Destination Marketing Organization. DMVA receives funding from the City of Del Mar, San Diego County, business partners and sponsors, event fundraisers and community donations.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high-net-worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
If you would like to learn more, please contact:
Carolyn P. Taylor