Financial Alternatives, Inc.

Financial Alternatives, Inc. Thoughtful advice for successful families and professionals Since 1991, we’ve focused on providing integrated wealth management to individuals and families.

We do not sell proprietary products or accept commissions of any kind. Our ongoing services combine investment management and financial planning. Many firms talk about providing integrated wealth management but very few actually do - at Financial Alternatives, Inc. it's our passion.

We put together our April planning newsletter this month on tax-efficient investing — an area where small, deliberate de...
04/24/2026

We put together our April planning newsletter this month on tax-efficient investing — an area where small, deliberate decisions tend to add up more than people expect.

There's no single "optimal" approach, but there are repeatable strategies worth having on your radar: how you locate assets across account types, which fund structures work better in taxable accounts, how you sequence rebalancing, and when to harvest losses or gains depending on the year.

If any of this is relevant to your situation, we think it's worth a read.

Read the full article: https://www.financialalternatives.com/financial-alternatives-inc/2026/4/6/planning-newsletter-april-2026

Most higher net worth households realize income from many different sources like capital gains, interest, dividends, and pass-through income. While there’s no optimal approach to mitigating taxes from your investments, there are repeatable strategies and techniques to help keep more of what you e

Our Q1 2026 Market Review is now available.The first quarter brought meaningful shifts across equity and fixed income ma...
04/16/2026

Our Q1 2026 Market Review is now available.

The first quarter brought meaningful shifts across equity and fixed income markets. We've put together our latest review to help clients and friends of the firm make sense of what happened — and what it may mean looking ahead.

📄 Read the full review: https://www.financialalternatives.com/financial-alternatives-inc/2026/4/6/market-review-q1-2026

The US equity market posted negative returns for the quarter and underperformed both non-US developed and emerging markets. Developed markets outside of the US posted negative returns for the quarter and outperformed US markets, but underperformed emerging markets. US real estate investment tr

When we’re looking at planning strategies that can have a meaningful impact over time, tax management is one of the most...
04/06/2026

When we’re looking at planning strategies that can have a meaningful impact over time, tax management is one of the most valuable areas to focus on. With so much in life that we can’t control, taxes are one of the few variables where thoughtful planning can make a real difference.

One of the most impactful strategies we evaluate with clients is the Roth conversion.

When we’re looking at planning strategies that can have a meaningful impact over time, tax management is one of the most valuable areas to focus on. With so much in life that we can’t control, taxes are one of the few variables where thoughtful planning can make a real difference. 

Address

7825 Fay Avenue, Suite 245
La Jolla, CA
92037

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Financial Alternatives, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Alternatives, Inc.:

Shortcuts

Share

Category