At San Juan Wealth Management, our mission is simple: to guide anyone seeking clarity, direction, and confidence in building their financial future.

We don’t set arbitrary gates. Whether you’re just starting your journey or well along the path, we believe everyone deserves access to thoughtful, knowledgeable financial advice. However, because we believe in deeper, long-term partnership, we focus primarily on Advisory relationships. This means:

We act as your fiduciary — your interests always come first.

Our guidance is ongoing, not transactional.

Our goal is a collaborative roadmap, not one-off trades.

Ideal Partnerships

While we're open to serving any client who seeks our help, our strongest, most fulfilling work happens with those who:

Prefer a measured, strategic approach to wealth — rather than frequent buying and selling

Want an advisor who stays engaged, adapts to changing circumstances, and helps you evolve

Appreciate transparent fee structures

Are open to long-term planning and disciplined consistency over “hot tips”

Who We Welcome

You don’t need to fit a narrow mold to begin working with us. We gladly serve:

family having fun at their backyard

Individuals and families at any income or net-worth level

Diverse couple sitting on a couch

Professionals, entrepreneurs, retirees, and everyone in between

People in a office having a meeting

People who want to grow, protect, and preserve their wealth

Couple at a meeting with their financial advisor

Those seeking help in navigating life transitions — whether it’s career changes, inheritance, retirement, or legacy planning

What Advisory Means for You

Choosing an advisory relationship over a transactional brokerage model brings several benefits:

Aligned Incentives

Because we’re compensated based on managing your assets (or agreed advisory fees), our success is tied to yours.

Holistic Planning

We look beyond investments — integrating goals, tax strategies, estate needs, risk management, and more.

Adaptive Strategy

Your plan evolves with your life. We don’t just set it and forget it.

Transparency and Accountability

You always know how we’re being paid and what you’re getting.