Give us a call or shoot us an email to set up a brief phone call to connect, learn a little about each other, and determine if it makes sense to meet.
We’ll share a bit about us and learn more about you. Then how about a face-to-face to get to know each other better and explore a fit?
We’ll discuss your goals and get a snapshot of your financial picture. In our first meeting, we’d love to get a feel for what you’d like your future to look like and what you are working with in the way of resources.
We’ll provide some free advice. We’ll take the opportunity to assess your situation and make some recommendations. And you’ll have the opportunity to not only get to know us but see how we would work with you and the kind of value we provide.
Ready to connect? Contact us at 858.270.7705 or firstname.lastname@example.org, or just use the form below. We look forward to hearing from you.
San Diego Wealth Management
6265 Greenwich Drive, Suite 100
San Diego, CA 92122