SECOND50|FINANCIAL
Navigate Your Second Chapter with Confidence
We plan for the decisions that define your second 50: when work becomes optional, how income flows tax-efficiently, how wealth is protected, and how it transfers with intention.
Even sophisticated families are underserved when the left hand doesn't know what the right hand is doing. That's why every relationship begins with Foundation First™ — your complete financial foundation, built before any strategy, to show exactly where the gaps are.
Portfolios are built on three pillars — tax-efficient income, wealth preservation, and selective growth — spanning public equities, individual bond ladders, and private real estate, all designed for the demands of your second 50.
Being in your second 50 doesn't mean you can't invest in innovation. Through Second 50 Ventures, we have provided access to investments in companies like SpaceX, Anthropic, and Anduril — with new opportunities reserved for clients first.
Kathleen Adams
Co-Founder
CFP®, CPWA®, RMA®
David Swift
Co-Founder
CIMA®
Charles Dickey
Director of Investment Management
Lisa Morig
Director of Client Accounts
Katie O'Neill
Director of Planning & Operations
Allie Keller
Executive Assistant
Manhattan Beach
111 N Sepulveda Blvd, Suite 300
Manhattan Beach, CA 90266
Montecito
Coming Soon