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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Well-Traveled Wealth

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Well-Traveled Wealth

If you are motivated to truly own your financial life and have a desire to understand what your mone

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Well-Traveled Wealth is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.finra.org/sipc.org

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance Department at 844-553-7872. Investor Disclosures

https://www.kestrafinancial.com/disclosures

10/07/2026

More than baskets.💛

What makes this event so special isn’t just what we pack — it’s the people who come together to make it happen.

Clients, friends, families, kids, and members of our community all spending a Saturday morning side by side, giving their time and helping local families enjoy a Thanksgiving meal.

It’s quickly become one of our favorite WTW traditions, and we’d love for you to be part of year three.

🦃3rd Annual Thanksgiving Basket Assembly

🗓️Saturday, November 7
🕙10:00 AM

Whether you’d like to donate, volunteer, or both, scan the QR code or visit the link in our bio to get involved.

We can’t wait to do it all again. 💛

10/01/2026

It’s official — sign-ups are OPEN! 🦃💛

Last year, this community helped us raise more than $8,000 and pack 165 Thanksgiving meal baskets for local families.

This year, we want to make an even bigger impact — and there are two ways you can be part of it:

🥫 Donate toward the food and supplies that go into each basket
🙌🏻 Volunteer with us on November 7th to help assemble them

Or, of course… do both!

Scan the QR code to get involved, and feel free to bring your family, friends, or coworkers along. This has become one of our favorite days of the year, and the more people we bring together, the more families we can help.

🗓️ Saturday, November 7th
🕙 10:00 AM
📍 Well-Traveled Wealth | San Diego

Let’s see what we can accomplish together in year three.💛

09/30/2026

We’re excited to share that Well-Traveled Wealth has been named San Diego's Favorite for 2026! 🏆

More than anything, we’re incredibly grateful to everyone who took the time to vote for us and show their support. We know many of you went out of your way to help us during the voting process, and seeing that support turn into this recognition means a lot to our entire team.

We feel fortunate to work with such an amazing group of clients, friends, and supporters—and we certainly wouldn’t be holding this plaque without you.

Thank you, San Diego! We’re proud to call this community home and honored to receive this recognition. 💚

09/21/2026

🦃 SAVE THE DATE — Our 3rd Annual Thanksgiving Basket Assembly is coming!

What started as a simple idea to bring our community together and give back has quickly become one of our favorite traditions at Well-Traveled Wealth.

And last year, you absolutely blew us away. 🧡

Together, our clients, friends, families, and community:

💰 Raised more than $8,000 in donations
🧺 Packed 165 Thanksgiving meal baskets
🤝 Helped provide Thanksgiving meals to local families through Feeding San Diego

This November, we’re bringing everyone together again for year THREE — and we can’t wait to see what we can accomplish together.

📅 Saturday, November 7th, 2026
🕙 10:00 AM
📍 Well-Traveled Wealth Office
9191 Towne Centre Dr., Suite 370
San Diego, CA

For now, just save the date! More details, donation information, and volunteer sign-ups will be coming soon.

Thank you to everyone who has helped turn this into such a special WTW tradition. We can’t wait to fill the office with baskets, volunteers, and a whole lot of generosity again this year. 🧡

09/02/2026

Behind the scenes. Beyond the paperwork. 🔎

Today, Marco, our compliance officer, joined us for our annual in-office compliance audit — reviewing our books and records to ensure we’re following regulations and maintaining the highest standards for our clients. You may not always see the work that goes into protecting your privacy, rights, and best interests — but it’s happening every day. Because compliance isn’t just a requirement. It’s part of how we protect the trust you place in us. 🤝

08/10/2026

Six years of being an important part of our journey — and helping make the journey better for so many others. Grateful for you, Emily! 🤍

08/07/2026

Every year reminds investors of the same lesson:

The market doesn't move in a straight line.
There will always be headlines that make investing feel uncomfortable.

Interest rates.📈
Politics. 🏛️
Tariffs. 💵
Recession fears. ⚠️
Geopolitical events. 🌎

But successful investors rarely win because they predict the next headline.

They win because they stay invested through them.

A financial plan should help you make fewer emotional decisions—not more.

If your portfolio only works when markets are calm...
it probably isn't built for real life.

Question:

What has been the biggest financial headline you've heard this year? 🤔

07/22/2026

The headlines have been nonstop this year—from inflation and interest rates to market volatility and global events. 📰

Join us on Monday, July 27, for our Q2 Market Update Webinar, where Kara Murphy and Todd Beckmann will discuss what’s happening in today’s markets, what it means
for investors, and the themes they’re watching for the second half of the year. 📈📉

This isn’t about predicting the future—it’s about understanding the current environment and staying focused on your long-term plan. 🧭

Reserve your spot here: https://forms.gle/RWWzbex3yUriKDJz5 ✨

07/20/2026

The headlines never stop—but not every headline deserves your attention. Join Todd Beckmann and Kara Murphy, Chief Investment Officer at Kestra Investment Management, for a discussion of the latest market and economic trends, what they may mean for investors, and what to watch in the months ahead.

The webinar will conclude with a live Q&A. Please complete the form here: https://lnkd.in/gVejPFBn to RSVP. We will send a Zoom link to the email address you provide, so please be on the lookout for it!

06/21/2026

To all the dads helping their families build lives filled with purpose, memories, and adventure—Happy Father’s Day.

A special Father’s Day wish to our co- founder, Todd, whose commitment to living a life aligned with what matters most inspires both our team and the families we serve.

Address

San Diego, CA
92122

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Telephone

+18588800356

Website

http://Welltraveledwealth.com/

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