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Personal

Investment Solutions for your unique objectives

The quality of people matters. We invest in relationships not account numbers, therefore, we are on a first-name basis with our clients and spend quality time working together to enhance each unique portfolio.

Too often, investors settle for a static, buy-and-hold strategy that is not personalized to their needs. The end result is an unhappy client, an out-of-touch financial rep and a lackluster portfolio. Not only should investment solutions be individualized to meet your precise goals and objectives, but you should have direct access to the person actually managing your investments. At Vaughn Woods Financial Group you have one-on-one access with your portfolio manager. Moreover, by specializing in client-specific solutions, we are adept at engineering comprehensive investment strategies centered on one individual, you.

Have direct access to the proactive portfolio manager monitoring and managing your unique investment portfolio on a moment-to-moment basis.
Work closely with an experienced wealth management team to make your retirement one to remember.
Take the stress out of life’s big events by working side-by-side with a Certified Financial Planner to develop a comprehensive financial plan for your future.
Our company is independent and free of proprietary pressures, which means we can choose from the best life insurance and annuity products on the market to meet your needs.
Many people don’t know that if you are the beneficiary of a trust being administered by a corporate trustee, you can still enjoy the same direct wealth-management services our clients enjoy today.
Contact us to learn about personal solutions at Vaughn Woods Financial Group.
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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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