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Wealth Management for Individual and Families | FSI Wealth Management

Are you looking to protect, grow, and manage your financial wealth as an individual or a family? You have come to the right place. At FSI Wealth Management, we provide customized solutions that not only meet your financial goals but also safeguard your wealth in the long-term.

As one of the top San Diego based wealth management firms, we have developed unique tools, insights, and resources to help you better understand, track, and optimize your financial portfolio. Our team of financial advisors and portfolio managers is highly qualified and specializes in both active and passive investing strategies that are tailored to meet the needs of every individual and family.

"We guard the wealth of the most productive people on earth."

 Paul A. Neves, CFP®, ChFC®

 Paul A. Neves, CFP®, ChFC®

"I take the time to get to know you on a highly personal level, guiding you through the many decisions that influence your ability to realize your vision—today and far into the future."

 

From creating a diversified asset portfolio to wealth preservation, our knowledgeable and experienced team of experts provides comprehensive wealth management services that suit all lifestyles and situations. With a comprehensive analysis of your risk tolerance, current financial position, and short- and long-term goals, we help you develop a plan that not only suits your financial objectives but also brings clarity to the process.

Ultimately, a client-centered approach is not just about meeting the needs of individual clients but also about building a culture of client service throughout the entire financial plan. 
 

FSI Wealth Process

We create strategies that are tailored to your needs and goals.

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Our History

Over 60 years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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When you work with us, you will have the best-in-class wealth management strategies and financial guidance from industry experts to help you get the most out of your money. Invest with confidence and ease, knowing that you have one of the most experienced and reliable wealth management team by your side. 

Contact Us Today To Start YOUR Journey Towards Financial Security!

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paul@fsiwealth.net |  (619) 681-1900

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