Services

We’re more than your investment manager

we are the champion of your personal ambitions and professional milestones

We understand that every client and family is different. Unique in their own way. We believe in designing a plan that will best meet your needs based on your stage in life and economic footing – both personally and professionally. At Padilla Wealth Management, our experienced team works side-by-side with you and your family to create an actionable financial plan that reflects the values, goals, ambitions, and wishes you have established.

“Wealth is the ability to fully experience life.”
-- Henry David Thoreau

What We Do

Comprehensive Wealth Management Services

We offer a wide range of client offerings that derive from a goals-based, comprehensive approach to financial planning. This collective offering of services is utilized to develop a detailed financial plan that aligns more closely with your personal values, dreams, and ambitions. In turn, we structure an investment strategy for each goal, prioritize each goal you’ve set, implement the strategy, monitor its progress, and make adjustments accordingly.

Financial Planning and Consultation

Retirement
Planning

Investment Planning/Portfolio Management

Executive Compensation Planning

Estate
Planning

Life Insurance/
Risk Management

OUR CLIENTS

We've built our solid reputation on trust and expertise. Our clientele is a mixture of Fortune 500 executives, mid-level employees, and wealthy families who appreciate the value of advice and understand the advantages in working with an advisory firm that specializes in their unique needs.

CORPORATE EXECUTIVES

As an executive, understanding your company’s benefits package is vital to your overall financial success. At Padilla Wealth Management, we understand the complexities these incentives present and assist with navigating through your options in order to help you make a more informed decision. Our deep knowledge of various corporations’ compensation structures enables us to advise C-level employees on how to best utilize their benefits. We create a strategic plan designed to maximize the value of your company-provided compensation and benefits, including:

Life insurance
401(k) & pension plans
Stock options
Restricted stock
Deferred compensation

MID-LEVEL EMPLOYEES

Employees who are in the early to mid-stages of their career with high income but minimal investable assets, outside of their employer-sponsored plan, are in the “wealth accumulation” phase of their lives. Our firm realizes that these employees face challenges in getting access to advice and wealth management services. We provide consultation, education, and the ability to utilize our “Plan Confidence” program on a customizable, subscription fee platform that fits within your budget. Our program can assist with specific needs such as:

Financial planning
Maximizing savings
Understanding workplace benefits packages/401(k) plans
Debt management
Insurance analysis

WEALTHY FAMILIES

High-Net-Worth (HNW) families want guidance and advice to maintain long-term, multi-generational success. In collaboration with other professionals, we gain a thorough understanding of your family’s dynamics. We identify and address the challenges, concerns, and complexities you face – i.e. tax mitigation, philanthropy, creating a legacy. Our firm's access to an array of HNW client services enables us to meet your family's complex needs. We develop a comprehensive plan that incorporates a multitude of strategies which include:

Wealth management
Investment advice
Life insurance planning
Estate planning
Tax planning
Retirement planning

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Check all that apply:
- Investment Management
- Financial/Retirement Planning
- Executive Compensation Planning
- Estate Planning
- Family Wealth Planning
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Investment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC.
Padilla Wealth Management does not provide tax or accounting advice. You should consult with your tax advisor before making any financial or investment decisions.

*Padilla Wealth Management is in no way affiliated with any of the companies listed on this website.
In addition, none of the listed companies endorse, sponsor or otherwise sanction Padilla Wealth Management and the services our firm provides.

This website contains links to third-party websites and services that are not owned or controlled by Padilla Wealth Management.
We are not responsible for the privacy practices or the content of third-party websites, services and advertisements, and you visit them at your own risk.