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Your Dream Life Within Reach

Our life's work centers around you living your life to its fullest potential. Our financial planning and wealth management strategies revolve around your complex needs and goals with the core focus on safeguarding your future.

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Services
 Which aspect can we help you secure?

Secure the aspects of your life that matter the most to you for the big 3T - Today, Tomorrow, and The Future.

Wealth Planning

Maximize your wealth - from maintaining a high-performing and diverse portfolio to saving up for retirement - minimize your tax liability and maximize your returns with our curated financial wealth management strategies. 

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Retirement Planning

Secure your future with a retirement strategy tailored to you, your unique goals and dreams with our expert retirement planning advisors.
 

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Estate Planning

Aided by our cumulative experience of 50+ years, create a legacy for future generations. Make sure your heirs maximize their inheritance.

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College Planning

Planning for College? Let us help you navigate the process and make smart financial decisions. 

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Sudden wealth

Navigating sudden wealth can be overwhelming - we can help you make the most of it. 
 

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Insurance services

Protecting Individuals, Businesses and their employees with our comprehensive insurance services tailored to the unique needs of our clients.
 

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Success Stories
See What Our Clients Have To Say

Our clients have unlocked their financial potential by trusting our wealth management services.

Melissa

Melissa

"The location is super convenient in Mission Valley. I met with Paul Neves and his assistant Colton Punches. They were so kind and helpful. I was dealing with some difficult emotional times and leaning on them made it much easier. I also love their web-based portal for clients. It is very secure and makes it easy upload information and also to see what my money is doing. "

Renee

Renee

"I have no expertise in investing in these crazy times and, as a single women, the best decision I have made is to include Paul Neves as an important part of my financial future. He is experienced, intelligent, and trustworthy and his main focus is to create a portfolio that will continue to grow according to your individual needs.  Most importantly, he is a great guy and I truly consider him part of my family." 

Chris

Chris

"Paul Neves is amazing! He’s incredibly knowledgeable, professional, and most importantly, he actually listens to his clients and their goals. He makes wealth management a breeze and worry-free! I highly recommend Paul for any of your financial planning needs."

Barbara

Barbara

"There is not a high enough rating to describe the impact Paul Neves at FSI Wealth Management has made to my financial situation.  I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful.  He has guided my with confidence through several life situations that could have been extremely stressful without his reassurance and guidance.  He is always a patient teacher, explaining the why's behind market changes and his recommendations.  What started as a business relationship has become a cherished friendship...all of the staff at FSI treat you like family."

Nancy

Nancy

"Besides being extremely knowledgeable, professional and trustworthy, Paul just has this amazing demeanor and ability to make you feel comfortable and able to share your concerns freely. He truly listens and understands and then sets you on a path of complete confidence! I highly recommend Paul Neves!!!!"

Nancy Beck, CENTURY 21 Award GRAND CENTURION®

ReNee

ReNee

"I’ve had the pleasure of knowing and working with Paul for a couple of years now and understand from personal experience that it is difficult to figure out who to turn to when it comes to planning for your future, especially when it involves your precious nest egg. But, I can say without question, that Paul is in a category of his own. He’s trustworthy, has incredibly high standards, and is extremely knowledgeable in his field. He will put you on the path to success. Thanks Paul!!!" Renee, Women's Hormone Health. 

Debra

Debra

"Paul Neves has been unbelievable in managing our assets. I trust him completely. I know that if my husband was not here that I could go to Paul and feel taken care of and advised to my best future possible. He is approachable and takes time for every question we’ve ever had. I’d give him 10 stars! "

Non-Compensated endorsement may not be representative of all client experiences; no guarantee of future performance or success.

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