Advisory Team
Underwriting Sponsors

 

 

Event Sponsors

 

In Kind Sponsors

 

Wealth Legacy Group

Exeter Fiduciary Services, LLCMarket Pointe Realty Advisors

Community Support

All proceeds will be utilized by the Center for Wealth & Legacy Studies to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

Community Calendar

Our commitment is not to just report on the issues, but to provide practical guidance on all matters of wealth and legacy through a variety of media and forums.