Advent Media Group Article
Del Mar, CA - July, 2022
Weatherly was solicited by Advent Media Group (AMG) to be included in the San Diego Financial special advertising section featured in Fortune, Entrepreneur, and Bloomberg Businessweek. The interview process was over the phone focusing on what areas of business that we specialize in, what we are currently doing in the industry, and why we have the clients we have. AMG controlled the writing and creative while Weatherly had final approval on all decisions. Weatherly paid AMG for the advertising space, as well as for hard copy and digital reprints. View the feature by clicking here.
No organizational memberships were required of the Firm or individuals. The advertisement 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 or the appropriateness of the advertisement. Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.
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:
https://adviserinfo.sec.gov/firm/summary/106935
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507