Wacker Wealth Partners

 
 
 
 
 
 
 
 
 
 
 

Wacker Wealth Partners

892 Aerovista Pl., Ste. 220
San Luis Obispo, CA 93401 | map | directions
(805) 541-1308 | fax: (805) 541-5517
WACKER WEALTH PARTNERS has provided comprehensive wealth management and investment management services to individuals & families, business owners, and fiduciaries for over 30 years on a strictly fee-only (no commissions) basis. Wacker Wealth Partners constructs and manages customized client portfolios reflecting each client's objectives, utilizing both rigorously researched traditional public securities and, when appropriate, private alternative investments. The firm also offers comprehensive planning on all important aspects of a client's financial picture: tax & estate planning, risk management, retirement, philanthropy, education funding, etc. By taking a total perspective approach to a client's financial welfare and integrating the planning processes in all financial decision-making areas, we ensure that all of the many factors that can affect a client`s financial security move together in a coordinated plan. Our mission is to partner with clients to realize their financial goals and make a substantive difference in their lives.
Member Since: 1987
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 (Date: 5/24/2020)