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How We Work

How We Work

We are a diverse network of professionals including attorneys, financial planners, tax professionals and investment managers. Our sophisticated approach is comprehensive yet transparent.

Our guiding purpose is to ensure that the vision you have for your future is 100% coordinated with the behaviors that will yield those results.

Our Insights Serve Your Interests

Our Insights Serve Your Interests

Our Wealth Solutions

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for the sale of your business, estate strategy, or retirement, our personalized service focuses on your needs, wants, financial goals and objectives.

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Our Process
Your Goals, Our Strategies

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Business

    As business owners and with years of experience, we understand that similar to market conditions, your business is dynamic. To reach your future state, we have often found our strategies serve as guard rails, ensuring your vision for yourself, family, and business is 100% coordinated with your planning behaviors.

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  • Individuals
    Building and managing wealth in many ways is similar to designing a home. An experienced architect will gather data, develop insights, and share design details providing a roadmap for implementation. As financial fiduciaries, our strategies are custom-engineered to help build wealth and minimize risk – all while allowing you to maintain your existing lifestyle. We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles.

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  • Legacy

    Accumulating wealth requires insights, dedication, and knowledge about a broad spectrum of opportunities. For many, generational wealth is common and for others, it is a unique experience. Are there any generational gaps? Are the variety of financial tools that are available being utilized to their fullest potential? The wealth strategies for individuals and their families can easily encounter challenges with coordination, unlocking equity and inefficient trust structure. Our professionals specialize in the design and coordinated approach to optimizing legacy wealth.

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“Look before, or you’ll find yourself behind.”

- Benjamin Franklin

“Constantly think about how you could be doing things better and questioning yourself” 

- Elon Musk

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Our Founder

Meghan McNulty has a diverse background with a Bachelors of Science degree in biomedical engineering from the University of Southern California, a law degree from Southwestern Law School, a licensced attorney in the state of California and passion for lab work. It was during her experience in biotechnology and the medical device industry that she became interested in wealth management. Having been a part of several venture start ups, Meghan experienced first hand, the value of a coordinated approach to managing wealth. Taking inspiration from the scientific approach, she reached out to professionals, leaders in their field interested in collaboration who also held transparency and integrity as foundational to their business approach. Since 2014, this model has expanded and is now Wealth Advisory Lab.

In addition to building the WAL network and building bespoke wealth solutions, Meghan is active in the community and serves as an Art Commissioner for the city of Newport Beach. She is active on the board of directors of Newport Beach Foundation and New Majority Orange County. She has contributed to Newsmax Finance and has written several op-eds on Women in Business, Forward moving Leaders, Community issues and Influencers.

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