San Luis Wealth Advisors
About
San Luis Wealth Advisors is a wealth management firm listed with the Quincy Chamber of Commerce that offers investment portfolio management and financial planning to a select group of clients. Because it is independent of any large bank or brokerage, the firm can choose its own custodian and investment solutions, and it manages portfolios on a discretionary, fee-only basis. Its expertise extends to capital raises, private equity, start-up investing and real estate financing.
The process begins with a discovery conversation covering a client’s tolerance for volatility, past investing experiences and which goals are realistic and should come first. Advisors also review whether estate documents are in order and whether the plan creates tax advantages. Principal Luke, a Cal Poly economics graduate and Certified Financial Planner, previously worked at Fidelity Investments and as an associate vice president at Wells Fargo Advisors.
What to Know
- Joy Sandoval, with more than 20 years in financial services, is director of client relations and vice president of reinsurance.
- The firm works mainly with clients holding $1 million or more in investable assets.
- Clients interested in tangible assets can get help finding, financing and managing investment properties.
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