Mission and Philosophy
Mission Statement
Philosophy
Our philosophy is to enable each client to create a unique infinite legacy. Our use of the infinity symbol was not by accident. It displays the never-ending boundless reach of a family, business or estate. The legacy you leave behind should last forever. It is our mission and goal to empower you with the tools and support to create, maximize and leave a legacy of your choosing.Our Executive Consultant
Désirée M. Wilson, MBA EA CEP®
Désirée M. Wilson is a tax, financial and estate planning consultant for Legacy Wealth Transitions in San Diego. She received her Bachelor of Arts degree in International Relations from Agnes Scott College, an all women liberal arts college in the Atlanta area. During her undergraduate studies she volunteered with several non-profit organizations mentoring troubled youth and organizing events to promote growth, equality, understanding and opportunity for children. She has also served as a volunteer in hospitals, orphanages and camps located in third world areas. 
After completing her undergraduate degree, she pursued a law degree at which time she interned with Elder Law and Advocacy a non-profit San Diego based organization focusing on the estate planning and health care needs of the senior community. She used this experience to assist her in working with Luce Forward Hamilton & Scripps LLP in the Family Wealth and Exempt Organization practice group. Désirée enjoy the areas of tax and estate planning which prompted her enrollment in a Masters of Business Administration program with a specialization Financial Planning at CA Lutheran University in Thousand Oaks.
Since completing business school she has been able to combine her life experience with her education and currently offers clients consulting services in areas of tax, financial and estate planning. She specializes in tax based planning and preparation and is currently expanding in the area of preparing families and heirs to transition wealth more effectively. She is working on a series of tax books to educate and empower the consumer to understand and implement various tax planning methods like the IRA/Roth Conversion.
She continues to serve the community through various philanthropic endeavors like the Center for Wealth & Legacy Studies, San Diego Bar Association in the volunteer lawyer program in areas of Estates, Trusts, Tax and Probate. She is a member of the Financial Planning Association, National Association of Enrolled Agents, National Institute of Certified Estate Planners and California Society of Enrolled Agents.
Contact us for a FREE one hour consultation in person or via telephone 619-955-7422 or LegacyPlanner@gmail.com