The Center for Wealth & Legacy Studies (San Diego)

Wealth & Legacy Planning Useful Links

• Wealth Legacy Group
  Innovative strategies for business families in the growth, protection, management, enjoyment, distribution and lasting social legacy of their wealth
• Exeter Fiduciary Services, LLC
  Private Professional Fiduciary Services
• Exeter Fiduciary Services, LLC
  Trustee for Title Holding Trusts (Land Trusts)
• Exeter 1031 Exchange Services, LLC
  1031 Exchange Qualified Intermediary (Accommodator)
• MarketPointe Realty Advisors
  Real Estate Market Research and Advisory
• Cornerstone Wealth Management, LLC
  Independent Wealth Management Company
• Strategize Blue
  Make Competition Irrelevant
• Universal Consensus, Inc.
  The Global Change Agent
• Exeter Real Estate Blog and Discussion Board
  Real estate discussion and information