San Diego Area Financial Firm Delivers on New Trend: Life Coaching for the Affluent

San Diego Area Financial Firm Delivers on New Trend: Life Coaching for the Affluent: "San Diego Area Financial Firm Delivers on New Trend: Life Coaching for the Affluent
Tuesday February 15, 4:12 pm ET
New Life and Wealth Advisory Practice Goes Beyond Finances to the Bigger Picture
LA JOLLA, Calif., Feb. 15 /PRNewswire-FirstCall/ -- La Jolla-based Donnelly Wealth Advisors Inc., announced today the launch of a new life- centered financial advisory practice that addresses the dramatic shift in the way today's affluent families view their wealth. The new life- and wealth- focused model is among the first prototype franchises to become part of the SEI Wealth Network(R). The SEI Wealth Network focuses on helping clients attain their life goals through holistic and financial guidance. Utilizing a host of resources and best-of-breed experts, the SEI Wealth Network enables advisors such as Donnelly help affluent clients nationwide use their wealth to realize their true life goals and help solve life problems."