About Astra
Welcome to Astra Wealth Management
It's great to have you here. Thank you for taking the time to learn about our firm. If what you read below resonates, we'd love to have a conversation.
32°42′56″N · 117°09′23″W — San Diego, CA
01 — Meet your advisor
Jake Taylor, CFP®Founder & Advisor
Jake Taylor, CFP® · Founder & Advisor
02 — Meet Astra Wealth
The future is worth planning for.
“Astra” is derived from the Latin and Ancient Greek word for “stars.” Throughout history, people have looked to the stars for navigation and clues about what lies ahead.
Astra Wealth Management was founded on the belief that while we may never know what the future holds, thoughtful financial planning and investment management can help us prepare for it. As life changes and new possibilities emerge, our role is to help you make informed decisions, stay focused on what matters most, and build toward the future you envision.
How we're built
Independent
Not tied to any bank, brokerage, or product. Every recommendation is based on what's best for your circumstances — nothing else.
Fiduciary
Legally and ethically bound to act in your best interest, with care, diligence, and transparency in all that we do.
Fee-only
Our only compensation is the fee clients pay. No commissions from product sales — so advice stays advice.
Holistic
Financial success isn't just investments. We consider taxes, estate, insurance, and every corner of your financial life.
What we value
Friendship
We aim to serve clients throughout their lives — hopefully for decades. A trusted partner and reliable presence for life's most critical moments.
Integrity
Trust is at the core of every partnership. We provide honest, objective advice and are transparent about what we believe is in your best interest.
Expertise
Deep industry knowledge and a commitment to continuous learning, so you can navigate complex decisions with confidence.
Disciplined & Data-Driven
A sound plan is built on strategy, not speculation. A measured, research-backed approach that avoids emotional decision-making.
Future-Focused
Our best days are still ahead — but life is unpredictable. We plan long-term while building dynamic strategies for the bumps along the way.
03 — Our clients
A financial partner for the years ahead.
Your wealth should support the life you want to live, not complicate it. We take the worry and the busywork off your plate, so you can spend your time and energy on what matters to you, with someone on your side who understands your life and goals.
We work with all kinds of people, but we've found our approach helps most in these situations:
Building wealth with complex income
Do taxes, savings, and cash flow keep you up at night?
We help you keep the most of what you earn and provide you with the clarity to know where every dollar goes.
How we add value
- A clear savings and investment plan built around your goals
- Help assembling your team, including your CPA and estate attorney
- Tax strategy that looks for savings you might otherwise miss
- A way to manage uneven income so a big year or a slow one doesn’t derail the plan
Approaching or entering retirement
You only get to retire once. Is your plan ready?
We help turn your decades of hard work into a reliable income plan with thoughtful investment and tax strategy, so that you can start this chapter with confidence.
How we add value
- A retirement income plan you can count on
- An investment approach built for drawing income, not just growing wealth
- Tax-smart decisions about which accounts to draw from and when
- Guidance on Social Security, Medicare, RMDs, QCDs, Roth conversions, and more
- Legacy planning, including gifts to family and charity
Receiving an inheritance
Are you prepared to inherit not just money, but the tax, withdrawal, investment, and stewardship responsibilities that come with it?
We help you navigate an inheritance at your own pace, so the money supports your life rather than complicates it.
How we add value
- Clear guidance on how to invest what you’ve received
- Tax-aware decisions about which accounts to draw from and when
- Help understanding what this means for your family, career, and spending
- Coordination with your attorney and CPA on the details
04 — Our partners
A general manager for your team.
Astra Wealth sits at the center of your financial life. We will connect with your existing professional team or introduce you to trusted contacts when you need a CPA, estate planning attorney, insurance specialist, or other expert.
Going beyond an introduction, we stay intimately involved in your work with these professionals, ensuring they understand your full financial picture and that their strategies align with your goals.
A modern operating system for your money.
When you partner with Astra Wealth Management, you gain access to a carefully constructed financial ecosystem designed specifically for our clients.
As an independent advisory practice, we are not limited to legacy technology, in-house solutions, or internal products like many advisors at large institutions. We've designed an open architecture platform, including best-in-class investment managers, custodians, and technology providers — selecting each relationship on one standard: does this improve the financial outcomes and experience of our clients?
Our partner firms
Start the conversation.
The best way to know if we're a fit is thirty unhurried minutes. Bring your questions — Jake will bring honest answers.