Business Details
20 Years
experience
Expert Investment Advisory Services in San Diego
Wilsey Asset Management has been a trusted name in investment advisory and financial planning since 2006, serving clients nationwide with a focus on San Diego, CA. Our firm specializes in creating individualized concentrated value portfolios designed to minimize risk while maximizing returns through fundamental analysis of company financials. With over 43 years of combined experience, our team of licensed professionals prioritizes fiduciary responsibility, transparent fee structures, and educational client engagement. We distinguish ourselves by personally investing alongside clients and maintaining separate account management rather than using mutual funds.Our services span retirement planning, 401(k) management for businesses, and comprehensive financial strategies tailored to individual and corporate needs. We host semi-annual client brunches for market updates and maintain a 24-hour response policy for client inquiries. Recognized for our clean regulatory record and featured in Forbes, we combine Warren Buffett-style value investing with personalized service to help clients achieve long-term financial independence.
Services
Investment Management
Financial Planning
401(k) Services
Retirement Accounts
Portfolio Analysis
Wealth Management
Business Accounts
Estate Planning
Tax Strategies
Risk Management
Details
- Year established: 2006
Highlights and features
- We have over 43 years of combined experience in value investing
- Our firm operates as a fiduciary, putting client interests first
- Transparent fee structure with no hidden commissions
- Personalized portfolio management with individual equities
- Educational approach with weekly market updates and client workshops
Associations and certifications
- SEC Registered Investment Advisory firm
What people say
Transparent fee structure
Educational approach
Personalized portfolios
24-hour response
Clean regulatory record
Services
Investment Management
Our investment management service creates individualized concentrated value portfolios using fundamental analysis of company financials. We focus on long-term growth through carefully selected equities rather than mutual funds. Clients benefit from transparent fee structures, personal investment alignment, and regular portfolio reviews that analyze valuation ratios, growth rates, and financial strength metrics to optimize returns while minimizing risk.
Financial Planning
We offer comprehensive financial planning services that address retirement strategies, tax optimization, and estate planning. Our fiduciary approach prioritizes client education and unbiased recommendations. The service includes retirement account management, insurance evaluation, and cash flow analysis to help clients make informed decisions about their financial future through all life stages.
401(k) Services
Specializing in 401(k) management for small to mid-size businesses, we provide ERISA 3(38) investment management services that reduce employer liability. Our approach includes plan customization, employee education programs, and performance monitoring to maximize retirement savings while minimizing tax burdens and improving employee participation rates through regular financial workshops.
Retirement Accounts
We manage various retirement accounts including traditional IRAs, Roth IRAs, SEP IRAs, and inherited IRAs. Our service focuses on optimizing tax advantages, balancing risk through diversified investments, and ensuring long-term growth potential. Clients receive personalized guidance on required minimum distributions and strategies to maximize retirement income sustainability.
Wealth Management
Our wealth management service integrates investment strategies with comprehensive financial planning. We help clients build and preserve wealth through concentrated value portfolios, tax-efficient strategies, and multi-generational planning. The service includes regular portfolio reviews, market updates, and educational resources to help clients navigate economic cycles and achieve long-term financial independence.
People
Brent Wilsey
President
Brent Wilsey is a registered investment advisor with over 43 years of experience. He hosts the Smart Investing radio show and has appeared on CNBC, CNN, and Fox Business. He founded Wilsey Asset Management in 2006 after working with Great American Bank and LPL Financial.
Chase Wilsey
Vice President
Chase Wilsey serves as Vice President and investment analyst. He specializes in portfolio analysis and market research, bringing expertise in evaluating company financial statements and investment performance metrics to support client portfolio management decisions.
Harrison Johnson
Financial Planner
Harrison Johnson is a CFP professional with experience in comprehensive financial planning. He focuses on retirement strategies, tax optimization, and estate planning, helping clients align financial decisions with long-term life goals through personalized planning solutions.
Eladia Medin
VP of Operations
Eladia Medin has served as VP of Operations since 2002, overseeing firm operations and client service processes. She ensures efficient service delivery and maintains the firm's 24-hour response policy for client inquiries while managing operational support functions.
Christine Clark
Operations Manager
Christine Clark brings 20 years of operational experience to her role as Operations Manager. She focuses on streamlining processes to improve efficiency while maintaining high standards of client service quality across all firm operations.
Questions
Are you registered as a Fiduciary Investment Advisor?
Yes, we are an SEC Registered Investment Advisory firm that operates in a fiduciary capacity, always putting client interests first in all recommendations and services.
What will I pay for your services?
Investment management fees are percentage-based on account value. Financial planning fees vary by complexity. We have no sales commissions or hidden charges in our transparent fee structure.
What experience do you have?
Brent Wilsey has over 43 years of experience, including hosting a financial radio show for 18 years and appearing on major financial networks. The team includes CFP professionals and experienced analysts.
What services do you offer?
We provide investment management for individual and business accounts, retirement planning, 401(k) services, and comprehensive financial planning focused on long-term wealth building and risk management.
What is your investment approach?
We use value investing principles, selecting individual equities based on fundamental analysis. Our concentrated portfolios hold 15-18 companies across industries, focusing on long-term growth rather than frequent trading.
How often will we interact?
We respond to inquiries within 24 hours and host semi-annual client brunches. You can schedule consultations as frequently as needed to review your investment strategy and financial plan.
