
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.
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Investment Portfolio Management
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Financial Planning
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Corporate Retirement Plans
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Estate Planning
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Real Estate Investment Consulting
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Private Equity
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Capital Raises
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Reinsurance Investment Consulting
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Lending Consulting
OUR PROCESS
OUR SOLUTIONS
With over 30 years of experience,
our services include:
We specialize in assisting clients with a minimum of $1,000,000 of investable assets.
CONTACT US
805-810-0002
735 Tank Farm Rd | Suite 264
San Luis Obispo CA 93401
or
661-567-0042
5001 E. Commercenter Dr | Suite 210
Bakersfield CA 93309