Your Financial Journey, Guided With Purpose

At San Juan Wealth Management, we believe everyone deserves expert financial guidance — no matter where they’re starting from. Wealth can be built in many ways, and every story is unique.

Our approach focuses on advisory relationships built on trust, transparency, and long-term partnership. We take pride in offering personalized strategies that evolve with your life — not just one-time transactions.

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Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Asset Management

 Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you can pursue your financial goals.

Annuities

Whether it is to deliver guaranteed income to you and your loved ones in retirement, to protect your principal while also providing income, or to provide death benefits to your beneficiaries upon your passing, there are annuity products to meet every conceivable need.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or designing a stress-free retirement, a financial plan is considered vital in working towards your goals. 

Individual Securities

Individuals have access to a variety of investment vehicles that can be used to help them work towards their short and long-term goals. 

Retirement Savings Accounts

The best way to plan for a comfortable retirement is to select a retirement savings account/s that matches your retirement objectives – and start saving as much and as frequently as you can.

Our Team