About Us

A few members of the Weatherly Crew got the opportunity to kayak Batiquitos Lagoon in Encinitas as part of their annual lagoon cleanup & fundraiser. The waters of Batiquitos Lagoon are typically closed to boating, so it was such a privilege to explore the area via kayak, while gathering trash harmful to its delicate ecosystem. A big thank you to the Batiquitos Lagoon Foundation for putting on such a great event, and for your continued dedication to the stewardship of the lagoon. You can learn more about the foundation and their ongoing work at their website: https://batiquitos-lagoon-foundation-142729.multiscreensite.com/

Weatherly was proud to help sponsor Just in Time’s annual “Pathways to Financial Power” conference. This event aims to help transition age foster youth achieve financial stability through networking, career exploration and resources as well as a “Shark Tank” inspired competition where program participants can secure funding by pitching their business ideas to a panel of judges. In addition to our sponsorship, Andrea Taylor is volunteering as a 1-on-1 coach for JIT’s Financial Fitness 102 program this fall. The eight-week program helps participants build personal finance skills in budgeting, saving, investing, credit, loans, and cybersecurity, while working towards establishing an emergency fund for long-term financial stability. Learn more about Just in Time for Foster Youth at: https://jitfosteryouth.org/

Avocados for the win! Weatherly continues to celebrate our 30th Anniversary by partaking in 30 charitable events this year. It was truly inspiring to be part of Feeding San Diego’s mission to end hunger. The charity’s mission involves food rescue initiatives to support various programs like the School Pantry Program to serve local San Diegans experiencing hunger. The WAM team were fortunate to be a part of this mission by helping rescue and pack 1400 pounds of avocados at a volunteer event yesterday afternoon. We believe community efforts as such go a long way as Feeding San Diego serves millions of meals each year. Learn more about Feeding San Diego here: https://feedingsandiego.org/.

As we celebrate our 30th anniversary this year, Weatherly is committed to supporting 30 events, with the Del Mar Village Association’s Summer Solstice being a highlight! Our crew volunteered to help usher patrons into the event and guide them to the various local vendors in attendance. We had a wonderful time connecting with many people, enjoying the festivities, and engaging with our vibrant community.

On a lovely March Day, the Weatherly Crew decided to make the most of the San Diego weather and once again teamed up with the Del Mar Village Association and participated in the Keep Del Mar Green Community Cleanup. In an effort to prevent the contamination of our precious waterways, we spread out across the downtown and beach regions to collect trash while also strengthening our team bond. If you want to know more about upcoming cleanups, visit the DMVA website.

Team Weatherly is deeply committed to showing its support for the breast cancer community. Each November we feel incredibly honored to have the opportunity to encourage and support the numerous walkers who participate in the Susan G. Komen 3 Day Breast Cancer Walk, as they pass by our Del Mar office. To learn more about the Susan G. Komen organization, and it’s San Diego affiliate, Komen San Diego, please visit the Susan G. Komen website.

It was truly rewarding to see the impact we made on the lives of so many families. The WAM team spent an afternoon volunteering with Feeding San Diego, and we are happy to share that we rescued 2,397 pounds of apples that will help provide 1,409 families with food. Feeding San Diego has an impressive mission to serve millions of meals each year, and we’re glad to have been a part of their mission. Learn more about Feeding San Diego here: https://feedingsandiego.org/

On a beautiful day in September, the Weatherly Crew seized the opportunity to revel in the outdoors. Our mission? Joining forces with the Del Mar Village Association to partake in the Keep Del Mar Green Community Cleanup! Before setting out on our quest to enhance our beloved city, our team took a quick snapshot to commemorate the moment. Who could have guessed that cleaning up our streets could bring such enjoyment? Check out the DMVA website to learn more about the next clean up!

While the holiday season is commonly referred to as the most wonderful time of the year, for families in need it can often be the most stressful. This holiday season, Weatherly partnered with Crisis House to provide gift cards to make the holidays special for several local families. Crisis House works in our communities to stop the cycle of domestic violence and homelessness and connect individuals and families to critical resources and programs. Learn more about Crisis House here: https://www.crisishouse.org/

As the months turned colder, the Weatherly crew’s minds turned to our furry friends at the San Diego Humane Society. For our fall team building activity, we held a fleece blanket making activity and blanket drive amongst our team to donate to animals in need this fall and winter. Learn more about the San Diego Humane Society and the work they do for animals here: https://www.sdhumane.org/

In June of 2021, our team took advantage of a cooler San Diego afternoon to spend some time cleaning up our shoreline. As a team of avid beach-goers, the health of our oceans and waterways is a cause close to our hearts. The Ocean Conservancy’s “Clean Swell” app makes it easy for you to host your own beach clean up and provide data to their global ocean trash database that is utilized by researchers and policymakers working for cleaner oceans. Read more about Ocean Conservancy here: https://oceanconservancy.org

Happy International Women’s Day from Weatherly! As a wealth management firm majority-owned by women, we witness the ripple effect of influential advances by women across the globe every day. We have the pleasure of working with women across all backgrounds, both as clients and as industry peers, and we continually see the positive change that women create when working together to uplift and support the community. In honor of the 2021 International Women’s Day we will be making donations to The San Diego Women’s Foundation and Catalyst Inc. To learn more about these incredible organizations and the work they do for women, please click on their linked names above!

Over the course of the stay-at-home order, the Weatherly team has found a few creative ways to stay connected to each other during this unprecedented time. In addition to daily team video calls, the crew has been curating a playlist of songs we are listening to, as well as a WAM cookbook of recipes tried and deemed true during the quarantine. Some old, & some new, we hope this brings a bit of light to your time at home!

Download our cookbook

Listen to our playlist 

To close out 2019, Weatherly hosted it’s 2nd annual holiday food drive in partnership with the Jacobs Cushman San Diego Food Bank. This year, Weatherly collected 200 pounds of food which delivered 167 meals to local families in need this holiday season. In its efforts to combat food insecurity, the Jacobs Cushman San Diego Food Bank provides emergency food to 350,000 children and families, active duty military, and fixed income seniors living in poverty each month. Thank you to all our clients that helped make our food drive a success!

In November of 2019, Weatherly continued our annual tradition of setting up a cheering station for the Susan G. Komen 3-Day Walkers! The team dusted off our hot pink gear and handed out licorice treats and water to the walkers as they passed our office. Each year, we look forward to seeing our town turn pink in honor of raising money and awareness for breast cancer research. Since 2003, the Susan G. Komen walk has raised more than $848 million dollars for the cause. With every step, we get closer to the cure and we are proud to show our support for those who take on the challenge! Check out http://the3day.org/ to learn more about the walk!

In the 2017-2018, the SDHS served over 67,000 animals through pet adoptions, wildlife rehabilitation, community spay/neuter service and more. This year, thanks to the support of our communities, the SDHS is on their way to serving even more animals per year! In the fall of 2019, our team paid a visit to the Gaines Street campus of this great organization for a behind the scenes tour and afternoon of volunteering. We spent time socializing a few of the resident bunnies, made dog toys, and sorted food for the PAWS program whose focus is providing animal services and products to under served communities in San Diego, allowing many the ability to keep their pets when they otherwise wouldn’t be able to. To learn more about this organization and how to get involved please visit: https://www.sdhumane.org/support-us/ 

On the 18^th anniversary of the September 11^th attacks, Weatherly remembers the lives of those we lost on that tragic day in American history, as well as their families and those still suffering with illness due to exposure to toxins during rescue efforts. This past weekend, a few members of the Weatherly crew honored those lost by volunteering at the 9/11 San Diego Stair Climb, a living memorial to the lives of the fallen Emergency Responders that jumped into action on that September morning. Proceeds from the Stair Climb go FirefighterAid, a San Diego based organization that provides charitable assistance to Firefighters and their families in crisis. Learn more about the 9/11 San Diego Stair Climb here: http://www.sandiegostairclimb.com/

This holiday season, Weatherly celebrated by hosting our first ever Community Food Drive! Weatherly partnered with Jacobs & Cushman San Diego Food Bankt o organize this community service activity. This food bank works to provide food and resources to the 1 in 8 San Diegans who face hunger and food insecurity every day. Over the span of a month at the end of 2018, the Weatherly team collected over 100 pounds of food and helped Jacobs & Cushman San Diego Food Bank provide 87 meals to community members in need. To learn more about this cause and how you can get involved, please visit: https://sandiegofoodbank.org/

Weatherly had the pleasure of once again cheering on the Susan G. Komen 3-Day Walkers as they started their 60-mile journey to raise money and awareness for the fight against breast cancer. We showed our support by donning Susan G. Komen pink and handing out snacks, water and messages of encouragement on Camino del Mar as the walkers passed the Weatherly office. To learn more about the Susan G. Komen organization, and it’s San Diego affiliate, Komen San Diego, please visit: www.komensandiego.org/

To close out the summer of 2018, the Weatherly team put in work to clean up our local beaches! Our crew of beach lovers are passionate about keeping our oceans and waterways free of trash, so we decided to host a beach cleanup in Del Mar, through Ocean Conservancy using the Clean Swell app. The Ocean Conservancy created the Clean Swell app in 2016 to make keeping our oceans clean fun and easy. Learn how to get involved or host your own beach cleanup at: https://oceanconservancy.org