Well-Traveled Wealth

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Well-Traveled Wealth If you are motivated to truly own your financial life and have a desire to understand what your mone

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Well-Traveled Wealth is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.finra.org/sipc.org

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance Department at 844-553-7872. Investor Disclosures

https://www.kestrafinancial.com/disclosures

Friday reminder: Wealth isn't just about what you have. It's about what you get to do with it. ✨The weekend is an opport...
10/16/2026

Friday reminder: Wealth isn't just about what you have. It's about what you get to do with it. ✨

The weekend is an opportunity to step away from the to-do list and make room for the things that make life meaningful — whether that's booking your next adventure, spending uninterrupted time with family, trying something new, or simply slowing down and enjoying where you are.

Because the goal isn't just to build wealth. It's to build a life you love living.

What's one thing you're looking forward to this weekend? Tell us below. 👇

A Thanksgiving basket starts with one simple thing: someone choosing to give. 💛We’re collecting the items needed to crea...
10/14/2026

A Thanksgiving basket starts with one simple thing: someone choosing to give. 💛

We’re collecting the items needed to create Thanksgiving baskets for local families in need, and we’d love your help.

The best part? You don’t have to guess what to buy.

Scan the QR code to see our donation list and choose the items that work for you.

Pick up a few things on your next grocery trip. Add something to your cart for a neighbor. Get the kids involved and let them choose an item to donate.

Every contribution becomes part of something bigger when we bring it all together.

And on November 7th, we’ll gather as a community to pack the baskets together and get them ready to be donated through Feeding San Diego.

🦃 3rd Annual Thanksgiving Basket Assembly
🗓️ Saturday, November 7
🕙 10:00 AM

Donate ahead of time. Then come help us put it all together.💛

Scan the QR code to see what’s needed and get involved.


Wealth is a way to experience life. Seeking adventure? 🌎 Leaving a legacy for your family? 🧑‍🧑‍🧒‍🧒 Retiring early to hav...
10/09/2026

Wealth is a way to experience life.

Seeking adventure? 🌎 Leaving a legacy for your family? 🧑‍🧑‍🧒‍🧒 Retiring early to have more time for your hobbies? 🏄🏻‍♀️🏕️ Whatever experience it is you value most, we would love to be a part of helping you achieve your dreams and live an extraordinary life.

Let’s turn what matters most to you into a plan for the life you want to live. ✨

📸: Ashley Strong Smith - Intentional Living Facilitator

More than baskets.💛What makes this event so special isn’t just what we pack — it’s the people who come together to make ...
10/07/2026

More than baskets.💛

What makes this event so special isn’t just what we pack — it’s the people who come together to make it happen.

Clients, friends, families, kids, and members of our community all spending a Saturday morning side by side, giving their time and helping local families enjoy a Thanksgiving meal.

It’s quickly become one of our favorite WTW traditions, and we’d love for you to be part of year three.

🦃3rd Annual Thanksgiving Basket Assembly

🗓️Saturday, November 7
🕙10:00 AM

Whether you’d like to donate, volunteer, or both, scan the QR code or visit the link in our bio to get involved.

We can’t wait to do it all again. 💛

It’s official — sign-ups are OPEN! 🦃💛Last year, this community helped us raise more than $8,000 and pack 165 Thanksgivin...
10/01/2026

It’s official — sign-ups are OPEN! 🦃💛

Last year, this community helped us raise more than $8,000 and pack 165 Thanksgiving meal baskets for local families.

This year, we want to make an even bigger impact — and there are two ways you can be part of it:

🥫 Donate toward the food and supplies that go into each basket
🙌🏻 Volunteer with us on November 7th to help assemble them

Or, of course… do both!

Scan the QR code to get involved, and feel free to bring your family, friends, or coworkers along. This has become one of our favorite days of the year, and the more people we bring together, the more families we can help.

🗓️ Saturday, November 7th
🕙 10:00 AM
📍 Well-Traveled Wealth | San Diego

Let’s see what we can accomplish together in year three.💛

09/30/2026

We’re excited to share that Well-Traveled Wealth has been named San Diego's Favorite for 2026! 🏆

More than anything, we’re incredibly grateful to everyone who took the time to vote for us and show their support. We know many of you went out of your way to help us during the voting process, and seeing that support turn into this recognition means a lot to our entire team.

We feel fortunate to work with such an amazing group of clients, friends, and supporters—and we certainly wouldn’t be holding this plaque without you.

Thank you, San Diego! We’re proud to call this community home and honored to receive this recognition. 💚

09/21/2026

🦃 SAVE THE DATE — Our 3rd Annual Thanksgiving Basket Assembly is coming!

What started as a simple idea to bring our community together and give back has quickly become one of our favorite traditions at Well-Traveled Wealth.

And last year, you absolutely blew us away. 🧡

Together, our clients, friends, families, and community:

💰 Raised more than $8,000 in donations
🧺 Packed 165 Thanksgiving meal baskets
🤝 Helped provide Thanksgiving meals to local families through Feeding San Diego

This November, we’re bringing everyone together again for year THREE — and we can’t wait to see what we can accomplish together.

📅 Saturday, November 7th, 2026
🕙 10:00 AM
📍 Well-Traveled Wealth Office
9191 Towne Centre Dr., Suite 370
San Diego, CA

For now, just save the date! More details, donation information, and volunteer sign-ups will be coming soon.

Thank you to everyone who has helped turn this into such a special WTW tradition. We can’t wait to fill the office with baskets, volunteers, and a whole lot of generosity again this year. 🧡

Behind the scenes. Beyond the paperwork. 🔎Today, Marco, our compliance officer, joined us for our annual in-office compl...
09/02/2026

Behind the scenes. Beyond the paperwork. 🔎

Today, Marco, our compliance officer, joined us for our annual in-office compliance audit — reviewing our books and records to ensure we’re following regulations and maintaining the highest standards for our clients. You may not always see the work that goes into protecting your privacy, rights, and best interests — but it’s happening every day. Because compliance isn’t just a requirement. It’s part of how we protect the trust you place in us. 🤝

Six years of being an important part of our journey — and helping make the journey better for so many others. Grateful f...
08/10/2026

Six years of being an important part of our journey — and helping make the journey better for so many others. Grateful for you, Emily! 🤍

To all the dads helping their families build lives filled with purpose, memories, and adventure—Happy Father’s Day.A spe...
06/21/2026

To all the dads helping their families build lives filled with purpose, memories, and adventure—Happy Father’s Day.

A special Father’s Day wish to our co- founder, Todd, whose commitment to living a life aligned with what matters most inspires both our team and the families we serve.

Address

San Diego, CA
92122

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+18588800356

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