CSJ WEALTH

CSJ Wealth Management provides access to a senior group of proven and successful investment executives for clients seeking a high level of experience, expertise and service. A firm with seasoned advisers who have successfully managed their own portfolios. Our core competence is Portfolio and Investment Management and we offer several sophisticated approaches to managing Capital. Our fees are competitive and straightforward. We provide a fee-based service, free of the personal financial incentives or pressures faced at large banks or investment houses. Accounts and funds remain in your personal account at TD Ameritrade, Schwab or another independent custodian... We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results... If you value proven and experienced San Diego..

Primary location: Solana Beach United States