Welcome to Wealth Advisors, an independent, SEC Registered Investment Advisor in Rancho Santa Fe, California. With more than 30 years of experience, our team of professional advisors have the expertise to guide clients through their diverse range of financial needs. We understand successful individuals and business owners face unique challenges.
As their wealth grows, their financial matters become more complex. We specialize in helping clients simplify and streamline their finances by creating comprehensive plans that enable them to reach short- and long-term goals. Whether you're planning for retirement, conducting complex business, education, estate or tax planning, or establishing an investment portfolio, we act as Your Single Source.
As their wealth grows, their financial matters become more complex. We specialize in helping clients simplify and streamline their finances by creating comprehensive plans that enable them to reach short- and long-term goals. Whether you're planning for retirement, conducting complex business, education, estate or tax planning, or establishing an investment portfolio, we act as Your Single Source.
Services
Our years of experience in planning, protecting and managing individual, family and business finances allows us to provide exceptional client service. Meet the team helping you manage your wealth with clarity, efficiency, and purpose. Paul Drolson founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for nearly 30 years.
Wealth Advisors is a private financial services firm that specializes in providing comprehensive financial planning and wealth management services to successful individuals, families and business owners. We understand your many financial needs and utilize timely, appropriate wealth management strategies to achieve both short and long-term goals.
Like most successful people, you've made smart decisions to get where you are today. Financial success has brought you many things, including the responsibility to manage it. Families turn to Wealth Advisors because of our breadth of experience, depth of understanding when working with high-net-worth clients, and our dedication to serve you for decades.
Many advisors focus exclusively on optimizing investment strategies and offering a variety of recommendations that may or may not completely align with a client's overall financial needs. They don't consider other financial aspects including tax strategies, estate planning, business goals, planning for their children's education or saving for the future.
For more than 30 years, I've seen tremendous changes in how wealth is built and protected. Gone are the days when a high-net-worth individual could sit back and relax, knowing that his or her assets were growing and prospering. In recent years, and especially today, there is an even greater need need for a coordinated, well-diversified, and balanced approach.
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