Our Mission
We help simplify the complexity of your financial life and help you reach your life goals
Our Process
We get to know you and build customized financial plans using the industry’s best practices
For Businesses
We help grow your business & implement the most optimal retirement, investment and tax strategies
For Individuals
We work with you to help you to grow, protect, and preserve your wealth and pass on your legacy
Your Single Source
Welcome to The Wealth Lab an independent, SEC Registered Investment Advisor in Rancho Santa Fe, California. With more than 30 years of experience, our team of professional advisors have the expertise to guide clients through their diverse range of financial needs.
We understand successful individuals and business owners face unique challenges. As their wealth grows, their financial matters become more complex. We specialize in helping clients simplify and streamline their finances by creating comprehensive plans that enable them to reach short- and long-term goals. Whether you’re planning for retirement, conducting complex business, education, estate or tax planning, or establishing an investment portfolio, we act as Your Single Source.
Your Financial Partners
We hold some of the industry’s most respected certifications including Certified Financial Planner™, Chartered Financial Consultant® and Certified Wealth Strategist®, and work with competence, credibility and confidence. As a fiduciary, we are committed to putting our clients' best interests first.
Tailored to You
We take the time to get to know your unique situation, your concerns and life goals. Then we take an individualized approach to create a plan to help get you there and make adjustments as you grow through the different stages of your life and business.
Message from the President
Meet Paul Drolson, the man behind Wealth Advisors. Paul has helped clients achieve their financial goals for more than 30 years. He founded Wealth Advisors after working for American Express Financial Advisors for more than two decades, and draws upon his extensive experience to provide expert financial advice that clients count on.
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