Navigate Your Second Chapter with Confidence

We plan for the decisions that define your second 50: when work becomes optional, how income flows tax-efficiently, how wealth is protected, and how it transfers with intention.

Even sophisticated families are underserved when the left hand doesn't know what the right hand is doing. That's why every relationship begins with Foundation First™ — your complete financial foundation, built before any strategy, to show exactly where the gaps are.

Portfolios are built on three pillars — tax-efficient income, wealth preservation, and selective growth — spanning public equities, individual bond ladders, and private real estate, all designed for the demands of your second 50.

Being in your second 50 doesn't mean you can't invest in innovation. Through Second 50 Ventures, we have provided access to investments in companies like SpaceX, Anthropic, and Anduril — with new opportunities reserved for clients first.

Charles Dickey

Charles Dickey

Head of Investment Management

Katie O'Neill

Katie O'Neill

Head of Planning and Operations

Lisa Morig

Lisa Morig

Head of Client Services

Lauren Mesa

Lauren Mesa

Client Services Associate

Allie Keller

Allie Keller

Executive Assistant

Manhattan Beach

111 N Sepulveda Blvd, Suite 300
Manhattan Beach, CA 90266

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