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About Us

San Diego Health Magazine Article – Helping People Live Their Values

Del Mar, CA - August, 2018

Candise Holmlund represented Weatherly in a San Diego Health Magazine article focused on planned giving. “Helping People Live Their Values” was published in the Fall 2018 issue of San Diego Health Magazine. Please find the full article located here on pages 30 and 31 of the PDF.

As a member of the Scripps Health Gift Planning Advisory Board, Candise was asked by the Scripps Health Foundation to provide her perspective of working with clients with philanthropic goals or intentions.   The interview process was Q&A style focusing on planned gifts, overall financial planning in addition to trust and estate planning.

After the interview process, Weatherly had the opportunity to review drafted language proposed by the author and confirm accuracy of quotes prior to approval for publication.

It is not the intent of the article to endorse the participating businesses or to indicate quality. There was no fee to be interviewed for the article, and Weatherly was not required to advertise in, or subscribe to, San Diego Health Magazine.

No organizational memberships were required of the Firm or individuals.  Inclusion in this article 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 inclusion in this article.

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/our-team/

For information on our ADV filings and Compliance, please visit: http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935
http://www.weatherlyassetmgt.com/adv/

If you would like to learn more, please contact:

Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com

Candise Holmlund
858-259-4507
Candise@weatherlyassetmgt.com