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Educate, Counsel and Guide Our Clients
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Building strong relationships |
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A team approach to your financial goals |
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Developing and implementing strategies in wealth management |
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Areas of Focus: Education and planning with financial strategies designed to help you maximize your wealth |
Times are economically challenging, and we are here to see that your financial well-being remains strong. Wealth & Wisdom Financial provides you with financial strategies designed to help you maximize your wealth. We offer one-stop shopping for all your financial well-being, including the accumulation, distribution and conservation of wealth. Our firm has an educational and interactive approach. Our financial specialists take the time to understand your retirement needs and what is important to you with absolutely no obligation to purchase any product or service from us. From different financial strategies to insurance and estate planning, we find ways to achieve your financial goals that don’t take away from your lifestyle, so that you can enjoy your money today while saving for your future.
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Areas of Focus
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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,014 award candidates in the San Diego area were considered for the award, of which 284 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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