Financial Sense Wealth Management
858.487.3969 (Business Fax)
Financial Sense® Wealth Management is a family of two companies—Financial Sense® Advisors, Inc. (Registered Investment Advisor), Financial Sense® Securities, Inc. (broker/dealer, member FINRA/SIPC), and Financial Sense (investor education)—each sharing the same goal: to provide exceptional asset management and educational resources that help investors build, maintain and preserve their wealth.
We offer a variety of account options, both commission-based (through Financial Sense® Securities, Inc, broker/dealer member FINRA/SIPC) and fee-based (through Financial Sense® Advisors, Inc., registered investment advisor), that are suitable for clients seeking a contrarian, value-based, intermediate- to long-term approach that is responsive to macro/global events and trends. Our investment services include portfolios that are suitable for a range of investment objectives.
We offer our clients full transparency with their portfolio holdings, and exposure to asset classes that some other brokerage firms shy away from, such as energy and precious metals (including bullion and coins).
In sum, we are a highly-specialized boutique operation that develops personal relationships with our clients so we can find the right investments for their goals. Because our firm’s size is small, we are able to provide our clients with individual attention and respond quickly to their needs.
Invest with Us
If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
- next ›