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CSJ Wealth Management
CSJ Wealth Management is an independent multi-family office providing investment services. Services include financial analysis and multi-generational estate...
Overview
CSJ Wealth Management is an independent multi-family office providing investment services. Services include financial analysis and multi-generational estate planning, philanthropy planning, income tax strategies, asset protection and risk management, customized investment management, and family governance and education. The firm is not bank affiliated or product driven and aims to remove obstacles so clients have the financial freedom to thrive and flourish.
General information
Firm type
Multi Family Office
Location
City
Solana Beach
Principals
Brian Caine
Senior Wealth Advisor and co-founder
Olivian Pitis
CFA, CFP®, Senior Wealth Advisor, Chief Investment Officer
Tammy Temple
Chief of Staff
Frequently asked questions
Who runs investment decisions at CSJ Wealth Management?
Investment leadership at CSJ Wealth Management is not publicly disclosed. The firm does not publish a team roster or biographies. This lack of transparency is common among family offices that operate without public marketing.
What investment stages does CSJ Wealth Management typically target?
CSJ Wealth Management's investment stage preferences are not publicly documented. Multi-family offices often invest across a range of stages, from venture capital to growth equity to buyouts, depending on the families' combined objectives.
Does CSJ Wealth Management participate in fund commitments or only direct deals?
The firm's preference for fund commitments versus direct investments is not publicly known. Many multi-family offices do both: committing to external funds for diversification and making direct investments for higher potential returns.
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