San Diego, CA West Bernardo Drive Office

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.