At FSI Wealth Management, we focus on helping successful professionals and retirees in Southern California leverage their assets to enjoy their later years absent of financial worry and stress. We strive to prudently grow and protect each client’s assets, working as their trusted advisors to provide a quality of life that enables them to spend time with their families, focus on their professions, give back to their communities, and pursue their life goals. To provide maximum impact and the highest possible level of personalized service to each client, we work only with a limited number of clients, who generally have investable assets in excess of $1 million. Founded in 1995, FSI Wealth Management now has more nearly $100 million in assets under management, and we are one of the leading independent wealth management firms in the San Diego area
Our wealth management style encompasses asset allocation, tax efficient planning, and risk management strategies resulting in a seamless financial planning solution. We support our clients by providing assistance in education, implementation, and tracking of every investment strategy utilized.Our holistic approach to understanding and providing solutions to our clients’ major financial challenges goes well beyond simply managing investments.
As long-time San Diego residents, we take pride in serving professionals throughout our local community, including aerospace and defense employees and retirees from companies including Raytheon, Hughes, Northrop Grumman, and Lockheed Martin. Our experience with these organizations enables us to offer unique insights into how best to leverage specific retirement, stock options, and pension funds to support each client’s retirement vision.