San Luis Wealth Advisors strive to provide excellent service and investment guidance to a select group of clients.  We do so by being independent of a large bank or brokerage firm so we can use best in class solutions while reducing expenses.   We take a holistic approach, advising across both sides of our clients' balance sheets.  In addition to being experienced investment advisors, we are well versed in business entities, taxation and estate strategies, trust management, capital raises, real estate financing and management, and private equity. 

  • Investment Portfolio Management

  • Financial Planning

  • Corporate Retirement Plans 

  • Estate Planning 

  • Real Estate Investment Consulting

  • Private Equity

  • Capital Raises

  • Reinsurance Investment Consulting

  • Lending Consulting



We start with a conversation about you:

goals | resources | concerns 


Our team works with your other advisors:

cpa | attorney | family


We develop a plan for your investments:

resources | risk | goals


We implement your investment strategy:

securities | properties | private equity


With over 30 years of experience,

our services include:

We specialize in assisting clients with a minimum of $1,000,000 of investable assets.




735 Tank Farm Rd | Suite 264

San Luis Obispo CA 93401