Solomon Wealth Management
is a San Diego based comprehensive financial planning and wealth management firm. They have been assisting individuals and corporations pursue their financial goals for over 30 years.
Our role is to help our clients lead more financially secure lives. Solomon Wealth Management is dedicated to helping clients define, work towards, and achieve their financial goals. Whether you are concerned about building your assets, protecting your family, or evaluating your retirement options, we have the experience and training to help. Solomon Wealth Management is dedicated to helping you achieve your vision for your family, business, and retirement.
Our goal at Solomon Wealth Management is to inspire our clients to make informed decisions through education and communication. We want to be your most trusted advisor through our integrity and professionalism. We endeavor to know and understand your financial situation and provide the highest quality service to help you achieve your goals.
Wherever you go, we'll go there with you.
We are a local Wealth Management and Financial Planning firm helping people prepare for and enjoy retirement.
The tools to help you plan.
Building diversified portfolios through customized endowment models.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."