We are fully committed to you and your family

Nathan Medina, CFP, Founder of After-Tax Wealth Management

Retirement For Firefighters
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Intergenerational Wealth Transfer
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Learn how we can help your wealth management by identifying tax advantages.

Guidance and strategies to help fulfill your vision for the future.

Trust & Estate Planning Strategies

Guidance and strategies to help fulfill your vision for the future.
Personal giving strategies that compliment your passions and purpose.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.
Tax Planning, Withdrawls, and Rollover Services.

Deferred Retirement Option Plan (DROP)

Tax Planning, Withdrawls, and Rollover Services.
Understanding your investment options.

401K and Deferred Compensation

Understanding your investment options.

Still looking for more info?

Contact us to start your needs assessment today.

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Contact Us:


1255 Scott St
San Diego, CA 92106
Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

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The Professionals associated with After-Tax Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) tax professionals of Nathan Medina Tax Services and not affiliated with LPL Financial. Tax, accounting and CPA related services offered through Nathan Medina Tax Services. Nathan Medina Tax Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.