Our Firm
We provide wealth management with a personal touch.
South Bay Asset Strategies is an independent wealth management firm that provides objective investment advice and exceptional customer service. We offer financial planning services for retirees, near retirees and professionals.
Using a consultative approach to wealth management, we draw from a network of specialists, including CPAs, attorneys, charitable giving advisors, insurance agents, and more.
Our investment planning philosophy is targeted. And, we limit our practice to serving only individuals who can benefit from our advisory services. In a personal way, we strive to help each client achieve their lifelong goals.
Is personal service important to you? If so, we think you’d be pleased with our wealth management firm.
Credible.
“We’re not trying to get the best investment returns in town, nor are we encouraging taking the least risk. Instead, we focus on our clients’ goals and that means thinking long-term.”
— Adam Hartrum