Who We Help

  • Business Owners

    Financial strategies for the self-employed, foundations and owners to secure their financial future.

  • Family Legacy

    Focus on securing the financial future for generations to come.

  • Federal Employees

    Specialized plans for government programs including TSP.

  • Retirement Planning

    Investment, tax and retirement planning strategies.

  • Women

    Financial empowerment through education and confidence with investing, growing a portfolio.

Our Financial Services

Wealth management advisors serving San Diego and Rancho Santa Fe

Wealth Management

Investment, Brokerage and Asset Management...

Family Legacy Planning

Estate Planning and Wealth Continuation Strategies...

Retirement Income Planning

Structuring Portfolios for Retirement Income Needs...

Federal Retirement Plans

Understand Your Benefits...

Serving

Southern California.

As Principal of Estate Management Group and Engaging Women in Wealth, it is Deb’s mission through professional knowledge, integrity, and personalized management services, to be the trusted Wealth Manager for her clients and community.

 
 

Our Committment

Estate Management Group and Engaging Women in Wealth are founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. By creating a personalized strategy with each of her clients, Deb sets achievable goals designed to attain financial freedom.

“As an independent financial firm our recommendations and advice are designed in our client's best interest and intended to provide them with a pathway to a secure financial future.”

— DEB SIMS, Principal

Get Started!

Request a consultation and meet with Estate Management Group to learn how we can help you plan for a secure financial future.