Skip to main content

  • Home
  • Our Philosophy
  • Our Services
  • Our Team
  • Resources 
    • Articles / Blog
    • Events / Seminars
    • Client Account View
    • Calculators
    • Useful Websites
  • Contact

Responsive Theme: Slideshow

  • HELPING YOU NAVIGATE THE ROAD AHEAD.

    You’ve worked hard for success. Let us help you plan for what’s next.

    Begin Your Journey

  • DO YOU KNOW YOUR RISK SCORE?

    Risk management is essential to long term success. Does your current portfolio match your risk number?

    Find your Risk Score

  • CLARITY IN A COMPLEX WORLD.

    We provide complimentary newsletters to keep our clients focused & educated in today's constantly changing financial environment.

    Sign Up Now!

   

Our Philosophy

We are a boutique wealth management firm dedicated to providing independent, conflict-free, and customized advice to help our clients reach their goals and objectives. 

 

Fiduciary
Duty

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Click here to learn more.

 

Comprehensive
Wealth Management

Our wealth management process encompasses all areas of your financial life. Our knowledge and experience allow us to go beyond traditional asset management services.

Click here to learn more.

 

Research Driven
Process

Our mission is to deliver superior risk-adjusted returns over a long-term time horizon through proper diversification, tactical asset allocation, and risk management.

Click here to learn more.

Our Services

Schedule a Complimentary Financial Checkup

 

Investments

 

Risk Management

 

Retirement Planning

 

Sustainable & Responsible Options

 

Tax Management

 

Charitable Giving

We Offer Three Programs to Meet the Needs of Every Investor

WMG WealthBuilder

Financial Planning

 

Monthly Retainer
 

$99*
Monthly

 

A great solution for clients who want standalone financial planning services.     
 

 

*Start-up fee is $299 for the first month followed by $99 per month thereafter

WMG WealthManagement

Financial Planning + Asset Management

 

     Percentage of Assets Under Management   

0.55% - 1.00%**
Annually

 

Our full-service offering includes financial planning and portfolio management for clients with investable assets of $150,000+

 

**AUM fee does not include platform, custody, trading, or investment expenses.

WMG WealthConsult

Project Specific Consulting

 

Hourly
 

$175-350***
Hourly

 

An option for those interested in project specific consulting for select engagements
 

 

***Fee will vary based on project complexity

Home

Our Team

Partners

Irving M. Eisenberg, CPA/PFS

Bio

Matthew P. Luckham, CFP®

Bio

Associates

Austin D. Hughes

Bio

Lori J. Eisenberg*

Bio

Resources

We've got the resources to keep you informed.

 

Blog/Articles

 

Events/Seminars

 

Account View

 

Calculators

 

Useful Websites

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (619) 574-7526
Fax: (619) 574-7532

Email: ahughes@wealthmgr.com

Address: 3131 Camino Del Rio North, Suite 1650, San Diego, CA 92108

Get Directions

Quick Message

  • Sitemap
 
Irving M. Eisenberg and Matthew P. Luckham are Registered Representatives of and offer securities products and services through Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Georgia, Hawaii, Illinois, Michigan, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
Irving M. Eisenberg and Matthew P. Luckham are also separately registered as investment adviser representatives under the Wealth Manager Group LLC, a Registered Investment Advisor, offering advisory services in the State of California . As such, these services are strictly intended for individuals residing in California.
Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. Wealth Manager Group LLC is not affiliated with Royal Alliance Associates.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Wealth Manager Group LLC. All rights reserved.

Website Design For Financial Services Professionals