ELEVATE YOUR WEALTH
OUR APPROACH
At Seagrove Wealth Partners, we specialize in fiduciary wealth management tailored to the unique needs of high-net-worth individuals, families, and business owners. With a commitment to transparency, independent advice, and long-term partnership, we deliver objective financial guidance designed to protect, grow, and transfer wealth across generations.
Comprehensive Financial Planning
Personalized Solutions
Our experts create personalized financial plans to meet your specific needs and objectives. From investment management to retirement planning, we provide comprehensive solutions to secure your financial future.
Tailored Investement Management
Customized Strategies
We offer customized investment strategies designed to optimize your wealth and safeguard your financial assets. Our team focuses on your individual goals to create a robust asset management plan that evolves with your changing needs.
Pre-Retirement + Retirement Planning
Gain Confidence
Pre-retirement planning is a crucial step in ensuring a smooth transition into retirement. It involves much more than simply saving for the future. It’s about preserving wealth, minimizing taxes, maintaining lifestyle, and transferring assets effectively across generations.
Estate + Asset Protection
Bespoke Services
We provide a comprehensive suite of financial services ranging from portfolio management to estate planning. Our goal is to address all aspects of your financial life and simplify the complexities of wealth management.
OUR TEAM
With over 40 years of combined experience, our team provides deeply personalized service. Our mission is to simplify the complex, preserve generational wealth, and help clients live and give with intention.
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Founded on the principles of independence, transparency, and stewardship, Seagrove serves as a trusted partner in navigating the financial lives of those with significant and often complex assets. Whether planning for retirement, managing a family legacy, or overseeing a business transition, our team delivers objective advice tailored to each client’s long-term goals.
Wealth Advisor + Partner
Tim Garretson, CFP®
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional, Tim provides advanced financial planning and investment management strategies to successful individuals and owners of closely held businesses. He takes pride in delivering fiduciary advice tailored to each client's needs.
Tim is passionate about understanding the unique goals, circumstances, and values of every family he works with. He collaborates with each client’s team of trusted advisors to help maximize the success of their financial plan and recommends additional specialists when appropriate.
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Tim also has extensive experience in advanced college planning and pre-retirement planning—two areas that often go hand-in-hand. This background has broadened his expertise in creating comprehensive financial plans that include tax mitigation strategies, estate planning, and personalized investment management.
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Tim lives in Del Mar, CA with his wife and son. When he's not diving into the details of financial plans, he enjoys the San Diego Zoo, Padres Games, and spending time outdoors with his family.
Wealth Advisor + Partner
David Wu, CLU®, LUTCF®
David’s driving principles have always been creating a customized financial plan for his clients. With so many different goals and appetites for risk, David guides his clients to create a plan that is tailored to each individual’s needs. He promises to only do exactly what is right for the client because he believes that, especially in today’s environment, trust and honesty are the most important qualities a financial adviser can offer.
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David is a graduate of the University of California, Los Angeles, where he earned his bachelor’s degree in International Economics. He also holds his MBA with a focus on finance and entrepreneurship, which he received from the Marshall School of Business at the University of Southern California.
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He carries his life & health insurance licenses, and variable annuity certifications from the state of California, as well as many other states where his clients live.
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David lives in San Diego, CA with his wife Vivien, their two children Ethan and Olivia.
CA Insurance License #: 0H19708
WHAT COMES NEXT
1
Intro Call
Your first call with us is a 20–30 minute, no-obligation conversation designed to get to know you and your financial goals.
We’ll learn about your current situation, what you’re working toward, and any challenges you’re facing.
You’ll also learn about our fiduciary approach, how we work with clients, and whether our services are the right fit for your needs.
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2
Foundational Plan
If we decide there’s a strong fit following your introductory call, the next step is to begin building your complimentary foundational financial plan.
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We start with a comprehensive, fee-based process designed to organize your financial life, clarify your goals, and develop a personalized strategy to move forward with confidence.
Get in Touch
12636 High Bluff Dr. #400
San Diego, CA 92130
858.585.7525