With over 24 years of Experience and Knowledge from top Wall-Street firms, we have a unique perspective in aiming to help our clients turn their financial goals into reality.
Obispo Wealth Management was established in March of 2009 close to the bottom of the financial crisis. Our Mission was to create a firm that would always do what was in our clients best interest.
We help you develop a customized Financial Plan by getting to know you and your family; determining your Goals, Passions, and Personal Values; understanding your Risk Tolerance, which then, determines your comprehensive Investment strategy.
Afterward, we work with you in monitoring and adjusting your investments, goals, and risk tolerance over time. A comprehensive Financial Plan is always changing; that's why we insist on meeting and communicating with our clients regularly.
We want to be a partner in helping our clients achieve their aspirations and dreams. If it's achieving financial independence for retirement, paying for college or a wedding, when we watch our clients achieve those goals, it is gratifying to us.
Your Success is our Success.
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.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."