Building a team for you
1626 Wealth Management
Based in Coronado, California, 1626 Wealth Management is an advisory team within Coyle Capital. At 1626 Wealth Management, our clients often choose to work with us for life. Why? We’re a caring, experienced team dedicated to hands-on service. We combine our personalized financial planning approach with accountable investing to help them focus on the things they can control, so they can ignore the things they can’t.
You can connect directly with an advisor by contacting them at:
1172 Orange Ave, 2nd Floor
Coronado, Calif. 92118
Office: (619) 335-8380
Fax: (619) 354-2826
Contact 1626 Wealth Management
Connect with 1626 Wealth Management by completing the form here, or feel free to contact us by phone at (619) 335-8380.
Explore the different ways we can customize a financial service to your unique needs.
Private Wealth Management
Investment Management is the core of our services.
In investing, one size does not fit all. We address this lack of uniformity by constructing a unique portfolio for each client based on their individual position.
Our extensive experience developing individualized portfolios for high-net-worth individuals, family office groups, and multi-generational families sets us apart from other firms. We focus on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives.
We do not offer our own investment products, nor do we receive any third-party payments. This allows the freedom to provide independent advice. Our investment approach is of a long-term nature, and is informed by the academic research, discipline and diversification considerations often associated with the management style used by university endowments.
Maintaining a low family-to-advisor ratio ensures our clients an exceptionally high level of service.
What’s more, we help you understand the evidence behind it all, helping you feel confident in the decisions we make together to best safeguard your financial future.
We want you to sleep well knowing every facet of your financial life is covered.
We take a look at your total financial picture when creating your customized plan. With a focus on investment management, our team of CERTIFIED FINANCIAL PLANNER™ professionals address all aspects of a plan – from estate planning, tax strategy and risk management to retirement, education and charitable planning.
Contact us to help navigate your long-term plans.
Let’s discuss your unique situation
We are a boutique firm and we pride ourselves on getting to know every client personally. Contact us to schedule a consultation where we can discuss your unique situation, what’s important to you, and how you would like to establish your financial legacy.
Service 4: Retirement Solutions
We share your mission to help your retirement plan participants achieve their financial goals. It’s why we make a fiduciary promise to every client: we will act in your best interests, no matter what.
We believe that starts by implementing a fiduciary-based service model that focuses on helping plan sponsors and participants make smart, informed decisions to enhance participant outcomes with the upmost transparency.
If you would like to set an appointment to learn more about how we can evaluate and potentially improve upon your current 401(k) plan, please contact us.
PLAN PARTICIPANT LOGIN (LINK TO WEB PORTAL).
Service 7: Institutional Services
We develop customized solutions to assist clients in balancing strategic priorities and day-to-day decision-making based on their distinct investment objectives and unique circumstances.
Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services. For more information, contact us.