San Diego, CA W Bernardo Ct Office
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Van Nostrand Wealth Management LLC
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About
Van Nostrand Wealth Management LLC serves individual clients, including high‑net‑worth individuals, and retirement‑plan clients, maintaining a relatively small client roster while combining investment management with comprehensive and limited‑scope financial planning. The firm provides both discretionary and non‑discretionary portfolio management alongside consulting and written planning deliverables.
Investment decisions are customized around each client’s goals and risk tolerance, with portfolios constructed via strategic asset allocation using mutual funds and ETFs and a blend of passive and active approaches, plus periodic rebalancing and some fundamental analysis. The firm implements accounts under discretionary authority when agreed, but clients may impose written restrictions or retain non‑discretionary control.
Distinctive features include a compact, family‑led advisory team that combines an experienced CFP‑credentialed principal with early‑career advisors holding investment credentials, and a client mix that implies relatively large average account sizes. The firm routinely directs brokerage to a single custodian, does not aggregate trades, does not participate in wrap programs or soft‑dollar arrangements, and relies on custodian statements rather than issuing separate periodic performance reports.
Based on Van Nostrand Wealth Management LLC
Expertise
Based on Van Nostrand Wealth Management LLC
Location
11440 W Bernardo Ct, Suite 204
San Diego CA 92127
Advisors at this office
2
Advisors at this office
Garrett V
Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.
Grant V
Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Grant Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent four years at Oregon State University and four years at Poway High School. Van Nostrand Wealth Management LLC serves individual and retirement-plan clients, focusing on customized investment management and financial planning. The firm employs a blend of passive and active strategies using mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.
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