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Jake T
CFP®
Escondido, CA
Astra Wealth Management LLC
At Astra Wealth Management, we provide personalized financial planning and investment management for individuals and families navigating financial complexity. We serve high-net-worth families and high-income professionals, including retirees, sales professionals, business owners, and multi-generational families who value thoughtful guidance and a long-term partnership. AWM is located in San Diego, California and serves clients across the nation. Our clients often come to us during pivotal moments—retirement, equity compensation events, business transitions, job changes, inheritance, or major lifestyle shifts. We specialize in helping clients make confident, informed decisions during these life-defining transitions. Our services include: • Comprehensive financial planning • Portfolio management • Tax planning • Estate and legacy planning • Equity compensation and business transition planning • Insurance & Risk Management As an independent, fiduciary firm, we focus on helping clients align their wealth with what matters most—offering clarity, confidence, and a plan built for the long term.
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