Estate Investment Group - San Diego Financial Advisors

The Estate Investment Group is a San Diego based wealth management firm headed by Deborah Sims, a twenty-year veteran of the financial services industry.

As an independent wealth management firm we are able to provide our clients with a wide array of investment options as well as unbiased investment guidance that is based on their unique retirement and investment goals.

An alternative to 1031 exchanges and direct sales, Deferred Sales Trusts provide the ability to liquidate and reallocate highly appreciated assets in order to generate an income stream that postpones the payment of capital gains taxes.  Estate Investment Group is a leader in providing strategic consulting on Deferred Sales Trusts and in the design and implementation of investment strategies for Trust assets.

Our firm 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 your investment concerns.