Wealth Planning

Investment and Asset Management

Estate Management Group is a full service financial services firm that provides brokerage services to Investors & Retirees, Business Owners, High Net Worth Investors and Women Investors.

Estate Management Group's investment services include a wide range of Accounts and Investment options. Our team can help you understand the pros and cons of each and will design an investment strategy aimed at giving you a secure financial future.

Account Types

  • Brokerage

  • Retirement & IRA

  • Business

Investments

  • Fee based asset management

  • Fixed income strategies

  • Growth focused portfolios

WEALTH PLANNING STRATEGIES

  • Estate Management Group will meet with you to understand your specific investment and retirement goals.

    Once we understand where you are, and where you want to go, we'll present the investment options that we feel are best suited for your goals.

  • Estate Management Group works with a wide array of portfolio managers. These are fee-based portfolio management services that offer varying degrees of risk, exposure and tax liability.

    We'll present you with the options that best match your risk tolerance and financial goals.

  • As an independent financial planning firm, Estate Management Group represents numerous fixed income investment and insurance products.

Contact us.

Rancho Santa Fe
16906 Via de Santa Fe
Rancho Santa Fe, CA 92067
(858) 756-0004

Old Town San Diego
3940 Hortensia St, Suite 103
San Diego, CA 92110
(619) 220 0002