Open and honest financial planning.

South Bay Asset Strategies is an independent wealth management firm dedicated to making smart money decisions for our clients.

It’s not that we have investment solutions other firms lack. It’s not that our investment allocations are better. It’s really about the way we do business. The values we pursue set us apart. Those values are reflected in the words above. And in these words, too: caring, confident and credible.

Personal service. Our clients generally have $500,000 or more of investable assets. Most are retired or will soon be. All enjoy a great relationship with our firm.

Please consider South Bay Asset Strategies wealth management for objective investment advice and great customer service.