Weatherly Asset Management is a registered investment advisor based in Del Mar, California, offering holistic wealth management services. They provide customized portfolio management, strategic financial planning, retirement planning, tax planning, philanthropic planning, and estate planning. Their target audience includes high net worth individuals, small businesses, and institutional clients. The unique selling proposition is their customized approach, where each client's portfolio is individually managed to meet specific financial goals, focusing on long-term wealth accumulation and after-tax returns[1][3].