Skip to main content
GH Wealth Management
menu
  • Home
  • About
    • David Glenn AIF
    • Jennie Cruz
    • Our Process
    • Who We Serve
  • Services
    • Retirement Planning
    • Investment Planning
    • Estate Planning
  • Social Security
  • Resources
    • Blog
    • Useful Links
  • Contact
  • Client Login
  • Coast of Encinitas, California

Blogs

GH Wealth Management | Oct 18, 2024

Elections & market reactions

Investments
Economy
What do presidential elections mean for your portfolio?
Read More
GH Wealth Management | Sep 25, 2024

Lower interest rates. Now what?

Investments
Economy
Why did the Federal Reserve cut rates? Learn more here.
Read More
Top 4 Social Media Money Scams & How to Spot Them
GH Wealth Management | May 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today—including phone call and text fraud.
Read More
5 Signs You’re Headed for a “Cushy” Retirement
GH Wealth Management | Apr 1, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone.
Read More
IRS Changes Inheritance Rules: Protecting Your Legacy
GH Wealth Management | Mar 1, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
Read More

Our Office

6265 Greenwich Drive,
Suite 100,
San Diego, CA  92122

Contact Us

E: info@ghwealth.net
P: 858-452-1000

Get in Touch

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Snappy Kraken to provide information on a topic that may be of interest. Snappy Kraken is not affiliated with the named representative, broker — dealer, state — or SEC — registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. GH Wealth Management and United Planners are independent companies.

David Glenn is registered to conduct securities business in AZ, CA CO, CT, FL, HI, IA, ID , MD, MN , NM, NV, PA, TX, UT, VA, WA, WY. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than CA, CO, FL, IA, IL, NM, NV, NY, PA, UT, VA, WA, and WY.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

 

Legal, Privacy, Copyright and Trademark Information

© 2025 GH Wealth Management All rights reserved.