Tushaus Wealth Management

Financial

About

Family-run and fiduciary-bound, Tushaus Wealth Management in Point Loma operates its San Diego office from Liberty Station on Historic Decatur Road with an in-house CPA who holds both a CFP® credential and an active accounting license. The firm's dual tax-and-investment architecture eliminates the cross-communication lag between financial planner and accountant, allowing real-time tax-lot harvesting that coordinates with the year-end preparation work at New Era CPAs nearby. Tushaus adds college-expense planning to its service stack through a Certified College Financial Consultant designation, pairing 529-savings and financial-aid optimization with the retirement and Medicare-transition planning that forms the core practice. Clients building insurance coverage alongside investment portfolios consolidate those reviews with carriers accessed through Allenbrooke Insurance Services in Point Loma. The firm's most involved engagements run full family-office mandates spanning generational wealth transfer, healthcare cost modeling, Roth-conversion sequencing, and coordinated estate documents for multi-household families.

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