Estate Management Group

San Diego Wealth Management & Retirement Income Planning

Estate Management Group is an independent financial planning firm that serves all of Southern California from our Old Town San Diego and Rancho Santa Fe offices. 

How we work:

Step 1: Contact Us

Contact us to request a consultation. We'll meet with you, discuss your goals, talk about our services and see if we are a good fit for your financial planning and investment needs.

Step 2: Strategy

We'll present you with a strategy that will detail our approach for aiming to achieve your financial goals in a tax efficient manner.

Step 3: Investment Selection

We'll present an array of investment vehicles that we feel are best suited for your goals and we'll spend time answering questions and discussing the pros and cons of each option. 

Our staff is also available to assist with a seemless transfer and allocation of your portfolio.

Step 4: Review

We'll meet (in person or on the phone) to review all of the transfers and investments that occured when your accounts are funded. We'll also use this time to discuss next steps and  frequency for your portfolio review.

Step 5: Reporting and Optimization

We're available to meet as often as you prefer. We see some clients face-to-face once a quarter. Others are content with an occassional phone check-in. We work for our clients and we'll always be available to answer any questions you have and to address your concerns.


Get Started!