Softwealth - Financial Advisor
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Softwealth is a Registered Investment Advisory firm located in La Jolla, CA, that leverages cutting-edge financial software and technology to enhance the client experience in wealth management. As a fee-only firm, Softwealth strictly adheres to a fiduciary standard, ensuring that all advice given is in the best interest of their clients without any conflicts of interest.
Founded by Brian Lowrance, a Certified Financial Planner with a decade of experience in institutional investing, Softwealth aims to provide clients with objective financial guidance. The firm offers a comprehensive suite of services including investment management, retirement planning, and estate planning, all tailored to meet the unique needs of each client.
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