San Luis Wealth Advisors

San Luis Wealth Advisors is an independent, fee-only wealth management firm serving a select group of clients, with a Milton presence through advisor Rasheem. Free from the constraints of a large bank or brokerage, the firm picks its own custodian, trading technology and investment solutions, aiming to keep costs low. It takes a holistic view of both sides of a client’s balance sheet, advising on investments as well as business entities, taxes, estates, trusts and real estate.

Rasheem earned a finance degree from the University of Connecticut, started his career at Fidelity Investments in Massachusetts and later worked in financial planning and investment consulting in Los Angeles before settling in Greater Boston. He is a Certified Financial Planner with more than 14 years of experience. Work begins with a discovery conversation about goals and risk tolerance, followed by discretionary management of brokerage portfolios.

What to Know

• The firm specializes in clients with at least $1 million in investable assets.
• Services include corporate retirement plans, real estate investment consulting and reinsurance investment consulting.
• Portfolios invest directly in stocks, bonds, ETFs and cash rather than expense-heavy funds.
• The team coordinates with clients’ other advisors, business managers and family members.