About Us

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.

The Heart and Soul of Our Business

First and foremost in our business are the friendships we nurture with each and every client. We pride ourselves on the deep and rewarding relationships we have cultivated over the years. These strong relationships are integral to providing exceptional service and reaching the financial goals our clients set out to achieve.

Our Philosophy

Patenaude Wealth Management is strategic in the way we approach our relationship with each client. Our philosophy is that timeless values like trust, honesty, integrity, dependability, and always doing the right thing for the right reasons, are non-negotiable. These core values serve as the basis by which we make any and all decisions. We use our strategic approach to asset management combined with objective advice to serve each client based on their individual financial plan. Our goal is for you to have complete confidence in us and know your assets are being looked after with care and attention at all times.

Our Process

Because our business is built on strong, long-term relationships, our investment process is closely tied to how we begin and maintain that relationship. The below graphic illustrates how our process with each new client works and how we grow each relationship over time.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

The firm’s mission is clear:

We believe that objective financial guidance is a fundamental need for everyone We enable our customers to focus on what they do best – create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...