We are an independent financial services firm offering personalized financial advice as a fiduciary to our fee-based clients. We're dedicated to alleviating the stress caused by financial uncertainties. Count on us to guide you toward sound decision-making with strategic financial planning, empowering you to thrive in today's dynamic economic landscape.
We offer financial guidance and investment management with an experienced financial advisor to pursue your wealth management needs. We design and implement investing strategies based on current market conditions, your goals, and risk tolerance. We also work with your other trusted advisors regarding smart tax strategies, insurance protection, and estate planning.
Let Obispo Wealth Management be your partner in pursuing a stable and prosperous financial future.
Obispo Wealth Management was established in the aftermath of the financial crisis of 2008, with a mission to always do what was in our clients best interest. After working with some of wall street’s top investment firms we felt we could take the best of what we learned and do it better as an independent financial services firm. Leveraging our experience and top notch industry training, we feel we are in a unique position to help clients solve their financial challenges.
As a recognized SmartVestor Pro, with nearly 30 years of expertise, we have been dedicated to assisting individuals, families, and businesses in working toward their financial objectives. Drawing upon extensive experience across various facets of Investment, Risk, Tax, College, Estate and Retirement Planning, we excel in providing personalized financial plans tailored to pursue the individual needs of our clients.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Obispo Wealth Management or LPL Financial.
Our mission is to alleviate the stress and anxiety commonly associated with financial decision-making. The toll of such emotional strain, manifesting in sleepless nights and physical or psychological exhaustion, can adversely impact your well-being. Fortunately, we are here to provide assistance and support in navigating these challenges.
We can help take the mystery out of investing for today and tomorrow. Whether you are investing for wealth accumulation, protecting your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We have a process to search and identify experienced portfolio managers. Our goal is to develop a comprehensive investment strategy to blend these managers to help you achieve your financial goals within your acceptable risk tolerance.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to understand specific investment ideas better—we can help you address your most pressing financial questions.
- C.S. Lewis
