Exclusively Focused. Expertly Guided.
Navigate Your Second Chapter
with Confidencelarity
This isn't a service line—it's our entire focus. Strategies designed from the ground up for the financial complexities that come after 50.
Built for One Purpose
Most advisors serve everyone. We made a different choice.
By focusing exclusively on clients navigating their second 50 years, we've developed tools, partnerships, and expertise that generalist firms simply don't have. The questions you're asking now—When can I step back? Will my lifestyle survive a downturn? Am I overpaying in taxes?—aren't spreadsheet problems. They're life decisions that deserve a firm built around answering them.
You've spent decades building something. We exist to help you make the most of it.
Wherever You Are in Your Journey
We work with successful individuals and families at different stages—all navigating the unique challenges of their second chapter.
Building Toward Freedom
You’re still in the accumulation phase, but thinking ahead. You want a clear roadmap to the point where work becomes a choice, not a necessity—and you want to make smart decisions now that accelerate getting there.
Ready to Transition
You sense you might already be there, but you’re not sure. You need someone who can answer the ‘work optional’ question with clarity, not guesswork—and help you make the leap with confidence.
Living Your Second Chapter
Work is behind you—now it’s about optimizing what you’ve built. You want tax-efficient income, smart estate planning, and the confidence that your wealth is working as hard as you did. Time to enjoy it.
“We didn't build Second 50 to be another wealth management firm. We built it because we saw too many successful people getting generic advice at the most important financial crossroads of their lives. This transition deserves a firm that thinks about nothing else.”
— Kathleen Adams, Founding Partner
Ready to see if we're a fit?
Start a ConversationPlanning Built for This Stage of Life
The questions you're asking now aren't the same ones you asked at 35. Every aspect of our approach was designed from the ground up for this chapter.
Know Your Number
How many firms build their own software? We did—because no off-the-shelf tool could answer the question that matters most: when does work become optional? Our proprietary analysis gives you clarity, not guesswork.
Access Beyond the Ordinary
Our unique relationships unlock private equity, private credit, real estate, and alternative strategies that most investors never see—structured specifically for the income and tax needs of your second chapter.
Keep More of What You’ve Built
The tax questions at 55 are different than at 35. Strategic Roth conversions, tax-loss harvesting, Opportunity Zone investments, and distribution planning designed for this chapter.
Income That Lasts
Sustainable withdrawal strategies and Social Security optimization so you can spend with confidence, not anxiety—knowing your lifestyle is supported for the long run.
Leave the Legacy You Intend
Coordinated planning with your attorneys and CPAs to ensure your wealth transfers efficiently to the people and causes that matter most.
Protection Without Overpaying
Right-sized insurance analysis and Medicare consultation through independent specialists—addressing the specific risks of your second 50 without paying for coverage you don’t need.
Our Dynamic Process
Ongoing advice that evolves with your life—not a one-time plan that sits in a drawer.
Discovery
We learn everything—not just your accounts, but your lifestyle, your concerns, and what ‘enough’ actually means to you
Discovery
We learn everything—not just your accounts, but your lifestyle, your concerns, and what ‘enough’ actually means to you
Analysis
Our proprietary tools answer the question no one else can: exactly when does work become optional?
Strategy
Tax strategy, income planning, investment positioning, and estate structure—all built for this chapter
Implementation
We coordinate with your CPAs, attorneys, and insurance specialists to execute every detail
Ongoing Care
Life changes. Markets move. We adapt your plan continuously—not once a year at a review meeting
Real Situations, Real Solutions
Every client's journey is different. Here's how our approach has helped people navigate their second chapter.
From Uncertainty to Confidence
They had saved well, but didn’t know if it was enough—or if their investments could actually support the retirement they wanted.
Read their story ›High Earner, Long Horizon
Successful and still growing—but no clear strategy for turning high income into lasting, tax-efficient wealth.
Read their story ›The Question That Changes Everything
They suspected they could step back from work—but ‘probably fine’ wasn’t good enough when their lifestyle was on the line.
Read their story ›Expert Guidance, Personal Service
A dedicated team with deep expertise in the planning challenges unique to this stage of life
Kathleen Adams
Founding Partner
CFP® CPWA® RMA®
David Swift
Founding Partner
CIMA®
Charles Dickey
Director of Investment Management
Lisa Morig
Director of Client Accounts
Katie O’Neill
Director of Planning & Operations
Todd Sakoda
Compliance Associate
Allie Keller
Client Service Associate
Access That Scale Can't Buy
Large institutions are often too big for the best opportunities. Most advisors lack the relationships. We sit in the sweet spot.
Actively managed and index strategies. We combine low-cost index exposure with select active managers who’ve demonstrated consistent outperformance.
Kingsview Blue Chip Elite
Large Cap Quality
Concentrated portfolio of 12 blue-chip companies with durable competitive advantages.
Andersen Weather Mark
Thematic Growth
Tactical allocation to secular growth themes including defense, cybersecurity, and industrial automation.
Index ETFs
Passive Core
Low-cost, tax-efficient exposure to broad market indices.
“Of course we want to protect your wealth—that's fundamental. But we also ask a different question: how do you get the most out of what you've built? Your second 50 years should be about living with confidence, not just preserving assets. We help you find that balance.”
— David Swift, Founding Partner
Perspectives
Thinking through the questions that matter most in your second chapter.
Co-Investment Portfolio — Inside Our Private Markets Success
See the real results of our premier private market co-investments — from SpaceX and OpenAI to Anduril and Agility Robotics.
Read Article →Retirement PlanningWhat Most Advisors Get Wrong About Retirement Income
Traditional distribution planning is built on two fundamental flaws. Monte Carlo simulations assume markets are random.
Read Article →Second 50 Check-Ins
January 2026
January Moved Fast
Read More →
December 2025
Year End Update
Read More →
November 2025
AI Boom vs Internet Bubble
Read More →Start a Conversation
Whether you're ready to begin or just exploring, we'd welcome the opportunity to learn about your situation. We typically work with clients who have $2 million or more in investable assets.
Visit Us
111 N Sepulveda Blvd, Suite 300
Manhattan Beach, CA 90266
By appointment only