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Preserve Wealth, Protect Family, Create a Legacy
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Estate planning, trust administration and fiduciary tax services |
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Insurance and retirement planning including long-term care |
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Asset allocation, tax and fee-based investment management services |
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Designations: Certified Specialist in Estate Planning, Trust and Probate Law, CFP® |
Armstrong, Fisch & Tutoli has provided comprehensive wealth management services to residents of San Diego County for more than 30 years. Our mission has been to build long-term relationships through customized planning for individual and family needs. This planning coordinates the legal documents with the financial tools you need to protect you and your loved ones from the devastating legal and financial effects of disability and death.
Through our legacy planning process, we work with clients to develop tailored plans to assist in the creation, preservation and transfer of wealth, both for yourself and future generations. Our firm is staffed with experienced attorneys, paralegals and licensed financial advisors trained in the complex areas of probate, trust and ever-changing tax laws as well as the financial products and services you need to implement your plan. Our professional staff provides a unique experience to help you make informed decisions about your family’s future.
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Areas of Focus
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*Securities offered through 1st Global Capital Corp., member FINRA/SIPC. Investment advisory services offered through
1st Global Advisors, Inc. Insurance offered through AF&T Insurance Services, License No. 0D65291.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,014 award candidates in the San Diego area were considered for the award, of which 284 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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