Brian Grigg, CPA/PFS, is a certified San Diego-based wealth advisor specializing in financial strategies tailored to your goals. Our financial advisors understand what personal wealth management strategies are needed to make your money work for you. As a strategic experienced wealth advisor, I can help take the mystery out of preparing for today and
Sue Hanhan-Cutitta —
Wealth management services in San Diego are a dime a dozen. I had no idea what to look for in a financial advisor but luckily
J2X Legacy Advisors LLC, is a advisory and wealth management firm serving families and organizations who are seeking investment strategies that are consistent with their Christian values. We work with Christians to develop and maintain their wealth as well as craft a legacy for themselves and their families.
We recognize and understand that you see