All proceeds will be utilized by the Center for Wealth & Legacy 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.
The information contained on this site does not constitute tax or legal advice, and should not be relied upon for such purposes. The Center for Wealth & Legacy makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

We designed and implemented The Wealth & Legacy Discussion Board in hopes of sparking some lively debate regarding the complex issues surrounding wealth and legacy planning.
You are free to share ideas, ask questions and network with each other, but please no solicitations or SPAM related posts.