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At our firm, we have the client—and only the client—in mind.

Welcome to FSI Wealth Management, where our team of dedicated professionals is committed to helping you achieve your financial goals. We understand that managing your wealth can be a daunting task, but we're here to help you every step of the way.

Our team is led by Paul A. Neves, CFP®, ChFC®, a Certified Financial Planner® and Chartered Financial Consultant® with over 30 years of experience in the financial industry. Paul and his team are passionate about providing personalized financial planning services to help you navigate your unique financial journey.

We believe that strong, long-term relationships are essential to our clients' success. That's why we take the time to get to know you, your personal situation, and your financial goals. We work closely with you to develop a comprehensive financial plan that aligns with your values, risk tolerance, and objectives.

So whether you're planning for retirement, saving for your children's education, or investing for your future, we're here to help. 

Our reasons for becoming financial professionals are deeply personal. 

Our reasons for becoming financial professionals are deeply personal. 

We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

Our team of experienced financial professionals at FSI Wealth Management, led by President Paul A. Neves, CFP®, ChFC®, is dedicated to helping you prepare for the future. With over 30 years in the business, we have a reputation for educating individuals in an easy-to-understand manner so you can pursue their financial objectives.

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

Our Team

Paul  Neves, CFP®, ChFC®

Paul Neves CFP®, ChFC®

President & Wealth Manager

(619) 681-1911

(619) 681-1901

Colton Punches

Colton Punches

Financial Advisor

(619) 681-1911

(619) 681-1901

Lucie  Neves

Lucie Neves

Senior Director Digital Marketing

(619) 681-1911

We will stand beside YOU every step of the way

We will stand beside YOU every step of the way

Our goal is to put the client's needs and interests first and foremost, and to work closely with them to develop a customized financial plan that aligns with their goals and objectives. We strive to provide transparent and objective advice, and to be a trusted partner for our clients as they navigate the complexities of the financial world.

We understand that each client is unique and has their own set of goals, values, and priorities. That's why we take the time to listen and understand their individual situation before making any recommendations. Our team of experienced professionals is committed to providing personalized attention and service, and to building long-term relationships with our clients based on trust and mutual respect.

We believe that successful wealth management is a journey, not a destination, and we stand beside our clients every step of the way. Whether they are planning for retirement, saving for a child's education, or navigating a major life transition, we are here to provide guidance, support, and peace of mind.

Schedule Your 20 Minute Ask Me Anything Today!

paul@fsiwealth.net |  (619) 681-1900

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