Stolper & Co Inc.
600 W. Broadway
Suite 1225
San Diego, CA 92101
Our Firm
Since our founding in 1975, our business premise has been simple.
As the investment world has stampeded toward complexity, we find our high net worth and foundation clients are drawn to clarity and simplicity. In a collaborative way, we help our clients craft durable investment and retirement solutions.
As your financial advisors we then implement and, when required, optimize the investment plan always leveraging our understanding of the clients' interests. Our job is to design a financial management system that we can describe as effective and serene. Our goal is always to create a sense of sanctuary.
The array of investment services provided to large pension funds has not been available to affluent families and private foundations. We have served this audience for more than twenty-five years and understand well the issues unique to family systems.Our methods are designed for this audience, not modified from a pension fund platform.
Our San Diego-based investment company oversees approximately $2 billion. We have client relationships throughout the country representing high net worth individuals, retirement plans, endowments, foundations and charities.
Wealth Creation & Wealth Preservation
Having money is not the same as hanging on to it or growing it.
Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine.
We have found that problems associated with money resolve when people become clear about what they want in their financial investments.
Financial planning is essential if you want to enjoy the rewards of your hard work. Do you want to ensure that your children and grandchildren are well provided for? Is philanthropy your passion? Our job as your financial advisor is to help you create a hierarchy of needs and assess the consequences of failure. Problem solved.
Thank you for your inquiry!
Please be aware that Stolper & Co Inc. has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
