Wacker Wealth Partners, LLC

 
 
 
 
 
 
 
 
 
 
 

Wacker Wealth Partners, LLC

892 Aerovista Pl., Ste. 220
San Luis Obispo, CA 93401 | View on Google Maps
(805) 541-1308 | fax: (805) 541-5517
WACKER WEALTH PARTNERS, LLC has provided comprehensive wealth management and investment management services to individuals & families, business owners, and fiduciaries for over 25 years on a strictly fee-only (no commissions) basis. Founded by Bob Wacker and now owned by its whole team of investment professionals, 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 objective 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: 8/25/2019)