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Investment Solutions for your unique objectives

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Financial solutions for your growing business

Experience

Find out what sets us apart from the competition

Performance

  • Portfolios are monitored and managed in-house, on a moment-by-moment basis.
  • Learn the benefits of working with Vaughn Woods Financial Group;
  • We use Total Quality Management (TQM), a dynamic strategy for continual portfolio improvement.
  • We have over 25 years of experience managing money through bear and bull markets.
  • We integrate cutting-edge neuroeconomic research into investment strategy decision making.

Service

  • We are a leading provider of wealth management in Southern California.
  • Our energy is spent on our clients and their accounts, not on marketing.
  • Our clients work directly with the portfolio manager actually managing their investments.
  • Wealth management strategies are tailored to your unique income, growth and tax-management needs.
  • You speak to a real person every time you call.
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    Portfolio Bootcamp

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    • SERVICE HIGHLIGHTS

    Wrap Fee Accounts

    Benefit from the expertise of a personal portfolio management team with over 25 years of experience. With our wrap account program, you work one-on-one with your portfolio manager to develop an investment strategy unique to your own specific goals and needs.

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    Portfolio Review

    Keep your portfolio tuned up and running strong with our comprehensive portfolio review service. Not only will we analyze your portfolio’s strengths, weaknesses, asset allocation and risk exposure, but we will also meet with you one-on-one to discuss strategies you can take to improve your portfolio.
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    Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Notice

    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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