Building Secure
Financial Futures

We offer integrated wealth management solutions that combine investments, taxes, and estate planning.

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Building Secure
Financial Futures

We help you develop financial strategies and legacy wealth solutions aligned with your values and family dynamics.

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Building Secure
Financial Futures

We are committed to supporting your financial journey. Explore our latest articles and videos for valuable insights.

Your Family Advocates

Individuals and family offices turn to Client First Capital as a trusted family financial advisor for holistic advice and wealth management integrated with estate and tax planning. Our services include:

Advice Only

Highly-customized financial plan development.

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Wealth Management

Integrated wealth and investment services.

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Family Office

Personal & family office solutions for high-wealth clients.

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Retirement & Legacy Wealth Solutions

We are located in San Diego, CA, and we serve clients locally and nationally. We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions aligned with their values and family dynamics.

Our services are ideally priced for individuals and families with $1M to $10M in investable assets. In addition, we provide comprehensive solutions to high-wealth family offices.

Our services are ideally suited for:

Individuals & Families with $1M+
Less than 5 Years to Retirement
Retired or Work Optional
Family Offices with a minimum of $10M in Assets

Early Retirement Years

“Jill & Bob”
Jill and Bob’s biggest financial concerns are currently centered around legacy planning, making sure they can reduce taxes, and simplifying their overall financial picture as they head into their 70s.*

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Actively Planning for Retirement

“Karen & John”
Karen and John are looking for a financial advisor that will connect the dots between their investments, taxes, and estate planning and someone who they plan to work with throughout their retirement.*

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Major Life Event

”Janice”
New financial considerations have caused Janice anxiety. She is looking for a trusted individual to help answer her questions and also serve as a sounding board to make the right financial decisions for her situation.*

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*Examples Client Scenarios

We Are Committed to Service

Client First Capital is committed to providing value through integrity, transparency, knowledge, and insight. Our goal is to build trusted, long-term relationships with our clients founded on evidence-based financial advice and sound investment strategies.