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The Farnsworth Group

We are a multigenerational team serving the wealth management needs of other multigenerational families, charitable organizations, business owners and entrepreneurs.

At The Farnsworth Group, located in San Diego, CA, we offer high-touch service to our family of high-net-worth clients, including individuals, families, private businesses and foundations. We see ourselves as their quarterback for their financial lives, and are the first call they make with every important decision and life milestone. 

Our team’s depth of experience and understanding of our clients’ needs ensures long-lasting relationships built on integrity and trust. We engage with our clients not only through frequent phone calls and meetings but also exclusive events and opportunities. 

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory. 

To learn more about how you can benefit from working with The Farnsworth Group, contact us. 

THE FARNSWORTH GROUP

+1 858-727-5130

10877 Wilshire Blvd
Suite 700
Los Angeles, CA 90024

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

At The Farnsworth Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Frederick D. (Don) Farnsworth

Senior Vice President, Private Wealth Advisor
T: (858) 727-5130
E: FDFarnsworth@rockco.com

Angela Cagwin

Vice President, Private Wealth Analyst
T: (858) 727-5131
E: ACagwin@rockco.com

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

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Frederick D. (Don) Farnsworth

Frederick D. (Don) Farnsworth

Senior Vice President, Private Wealth Advisor

 

Frederick D. (Don) Farnsworth is a Senior Vice President, Private Wealth Advisor at Rockefeller Capital Management.

Before joining Rockefeller Capital Management in 2022, Don had been a Financial Advisor with Morgan Stanley, A.G. Edwards, Thomson McKinnon, and Painewebber, since 1981.

Don and his team are located in San Diego, California. A Financial Advisor since 1981, Don has assisted hundreds of clients, both individuals and families, in developing effective financial plans and managing their assets in pursuit of their financial goals. Don and his team, work hard to serve the wealth planning and management needs of multigenerational families.

When Don is not helping his clients, he is a lifelong adventurer, an accomplished businessman, and an aviation enthusiast. In 2020, he took ownership of Altitude Helicopters and recently obtained his helicopter pilot certification. When Don is not flying, you can find him riding his Harley, or enjoying time at his vacation home in Arizona.

 

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Angela Cagwin

Angela Cagwin

Vice President, Private Wealth Analyst 

 

Angela Cagwin is a Vice President, Private Wealth Analyst at Rockefeller Capital Management.

Before joining Rockefeller Capital Management in 2022, Angela has worked for some of the world’s largest financial firms and has been securities licensed since 2008. Angela holds Series 7 and 66 Licenses in the securities industry, Colorado Life Insurance License, and graduated with a Bachelor’s Degree in Marketing from The University of Nevada Las Vegas.

Angela grew up in China Lake, CA, where both her parents were test parachutists in the Navy. Angela and her husband Gabe reside in Colorado, where they enjoy spending time with their two sons.

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