04/11/2026
Jay A. Wurtzler, CFP, CDFA
Working directly with clients to identify and meet their financial goals for over 30 years. Member FINRA/ SIPC. Capital Growth, Inc.
Registered Representative offering securities through Independent Financial Group, LLC (IFG) a registered broker dealer. and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts electronically. The material contai
04/11/2026
09/03/2024
Wonderful show this Sunday from an amazing photographer! RSVP if coming by.
12/05/2022
https://apple.news/AwVFD8NfyTPmkU9KmhE9OUA
How to avoid errors with required minimum distribution from retirement accounts — CNBC For retirees who need to take so-called RMDs from IRAs and 401(k) plans, it's important to be sure to follow the rules to avoid facing a 50% tax penalty.
11/29/2022
Curious about where you stand financially in the San Diego area? Have you tried our Net Worth Percentile Calculator?
Your net worth is the sum total of your assets, minus your liabilities. Another way to look at it is everything you own, less everything you owe.
Tell us a little about your household finances, and we’ll compare where you stand to the rest of the USA and the globe!
Try it today:
https://capitalgrowthinc.com/wealth-percentile-calculator-2022/
11/29/2022
Tailored Retirement Plans in San Diego 🌱
Every retirement plan is different. Our advisors consider your entire financial health when developing a strategy.
To satisfy our customers, we rely on our years of excellent service and the best financial accreditations in California.
Chat with us today: https://capitalgrowthinc.com/contact-us/
11/29/2022
https://apple.news/AlNTWqbcmRI-uMRcUteXVgg
These are the top 5 ‘financial regrets’ of Americans over 50 — MarketWatch There’s an old joke about a man in the Wild West who’s about to be hanged for some crime he had committed. As he is standing on the scaffold, and the hangman is placing the noose around his neck, the criminal tells the crowd, “this is going to be a real lesson for me!”
08/17/2022
https://apple.news/AbCpsHo2SQvKTUZKplgEV-A
5 ways the Inflation Reduction Act could save you money — The Washington Post Here’s a look at how the Inflation Reduction Act could affect your family’s finances, both now and in the future.
08/07/2022
Here at Capital Growth, we're dedicated to helping you achieve your financial goals.
Connect with one of our expert San Diego financial advisors and start planning for a future you can rely on.
Book a free consultation today: https://capitalgrowthinc.com/contact-us/
04/27/2022
How Investing Myths Interfere with Financial Futures Myths are misleading. Here's how to get past them
04/20/2022
Have You Fallen for a Common Myth About Investing? Don't buy into these investing myths. Learn the facts
04/13/2022
The Influence & Impacts of Investing Myths Find out if myths are driving your financial choices
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12680 High Bluff Drive Suite 250
San Diego, CA
92130
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| Monday | 7:30am - 5pm |
| Tuesday | 7:30am - 5pm |
| Wednesday | 7:30am - 5pm |
| Thursday | 7:30am - 5pm |
| Friday | 7:30am - 5pm |