Ideal Client Profile

We seek clients who:

  • Value a trusted advisor
  • Appreciate our independence and client dedication
  • Take the time to talk to us to develop an investment plan
  • Are prepared for us to make recommendations, trades, and monitor your portfolio
  • Want to invest for the long term and not chase trends
  • Believe in the values of hard work, savings and discipline
  • Have investable assets of $1,000,000 or more

Have you invested with a large brokerage house or financial advisor? With SDWMA you are not just a number. We know you by name. Our solutions are customized to your unique needs and desires.

Have you tried to manage your own portfolio? As a busy professional, you simply don’t have the time to properly research and follow investments, manage tax efficiency, rebalance your portfolio and respond to the demands of a dynamic market environment. We take the time to understand you, your goals and objectives. We will develop a plan that suits your time horizon and risk tolerance. We are 100% committed to you, the client. Your success is our success.


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