San Diego Investment 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


  • 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.

Get Started!