Estate Management Group is a San Diego based wealth management firm led by Deborah Sims who has more than 30 years of financial service industry experience. We work with a vast network of related professionals (attorneys, CPAs, mortgage brokers, etc.) throughout Southern California in order to provide our clients with comprehensive wealth management. 

With locations in Old Town and Rancho Santa Fe we are conveniently located to all areas of San Diego.  Our team assists investors and retirees, high net worth individuals, business owners, and women investors with:

 

Estate Management Group was founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. By creating a personalized relationship with each one of their Clients, Estate Management Group is able to strategize and create plans designed to help clients achieve financial freedom. 

The goal of Estate Management Group is to be your most trusted Wealth Advisor through their professional knowledge, their integrity, and their personalized wealth management service. Deborah Sims and Estate Management Group are dedicated to taking you on this journey.

 

 

Executive Assistant

Devon Sims is the Executive Assistant to Deborah Sims. Devon studied at the California State University San Marcos. Growing up with a Wealth Advisor, Devon learned the power of budgeting, establishing good credit, and setting financial goals.

Read more ...

Principal & Founder

Deborah Sims is the Principal of the Estate Management Group, located in the heart of Historic Rancho Santa Fe, California. She began her career with Dean Witter thirty years ago in downtown Los Angeles.

Read more ...

Get Started!