Wexford & James L.L.C. is a San Diego-based private wealth management firm founded in 2008. The company is a registered investment adviser with the SEC and operates as a fiduciary, providing personalized financial services that include portfolio management, financial planning, tax strategies, and retirement planning. Their stated mission is to help clients build, preserve, and manage their wealth through a disciplined and client-centric investment approach tailored to individual goals and circumstances.

Founded in

United States