Your Vision. Our Guidance.

At Patenaude Wealth Management, our mission is to simplify the lives of wealthy individuals like you. We specialize in comprehensive and holistic financial planning that details each step and financial goal unique to every client. Patenaude Wealth Management is located in San Diego, California and serves clients locally and throughout the United States.

Are you a retiring or transitioning advisor?

We welcome the opportunity to discuss Patenaude Wealth Management becoming your partner in succession. Please visit the “For Financial Advisors” section of our website to learn more about PWM and how we can make your transition smooth and seamless.