Estate Investment Group provides wealth management services designed to help individual investors and business owners in the accumulation, protection and retirement income distribution of their investment assets.

With a 20+ year track record serving the needs of San Diego investors we have the expertise to assist you with all of your investment concerns.

As an independent firm, we are not tied to any one investment company or any one suite of investment products.  Our independence allows us to select from a large array of investment options and to provide our clients with unbiased advice that is based on their interests.

What does it mean to be independent?

• Our recommendations are not limited to proprietary investment products empowering us to make investment recommendations that are truly in your interest.
  
  
• We have access to unbiased third-party research allowing us to thoroughly investigate existing or new investment opportunities.
  
  
• We offer access to a large universe of investments, including:
  equities, mutual funds, annuities, fixed income investments, real estate, direct participation programs, insurance, stocks, unit investment trusts and college savings and retirement plans.

Working with an Independent firm is a crucial component to ensuring that your advisor is acting in your interest. ~ Deborah Sims, Founder