With over 24 years of Experience and Knowledge from top Wall-Street firms. We have a unique perspective in helping our clients turn their financial goals into reality.
Obispo Wealth Management was established in March of 2009 close to the bottom of financial crisis. Our Mission was to establish 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 unique Investment strategy.
Afterwards we work with you in monitoring and adjusting your investments, goals and risk tolerance over time. A good 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 very rewarding to us.
Your Success is our Success.
We can help take the mystery out of investing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We have a process of finding top quality investment managers for your investment portfolio. Using state of the art technology to blend together various investment types managed by these experts, our goal is to develop your own unique investment strategy to help you achieve your financial goals with 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 better understand certain investment ideas—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."