San Diego, CA Womble Road Office

Tushaus Wealth Management advises individuals, high‑net‑worth clients, and charitable organizations through ongoing wealth management, discretionary portfolio management, and financial planning. The firm also offers optional tax planning/preparation, access to estate‑planning services through a third‑party provider, and a client cash management program via StoneCastle’s FICA For Advisors.

The firm documents client goals and constraints in an Investment Policy Statement and manages accounts on a discretionary basis, employing fundamental analysis, modern portfolio theory, and quantitative methods within a long‑term trading approach. It primarily recommends ETFs for diversification and cost efficiency but also uses mutual funds, fixed income, real‑estate funds, private placements, venture capital, and other alternatives as appropriate, with quarterly reviews and policies to allocate scarce opportunities fairly across clients.

Compared with many peers, Tushaus provides periodic public educational seminars and workshops at no charge and facilitates a third‑party cash sweep that places client funds across FDIC/NCUA‑insured depositories—services that are less common among similar team firms. The brochure also discloses that supervised persons are licensed insurance agents, that some tax and estate services may involve third‑party arrangements, and that fees are deducted directly from client accounts with related reporting procedures, information clients may weigh when considering conflicts of interest and service scope.