13750 San Pedro
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Faith. Family. Philanthropy.
Wesley Wealth Management is built on the strong belief that through our faith we can be of service to others. This tenet guides everything we do, including creating personalized financial plans for our clients. Join us in our mission to create impactful legacies.
INVEST IN WHAT YOU BELIEVE IN: FAITH. FAMILY. PHILANTHROPY.
The most important step in our process is getting to know you deeply.
Faith. Family. Philanthropy. These values guide everything we do.
We have been blessed to serve others by creating impactful financial plans for over 30 years.
We believe that the right financial plan can allow you to live comfortably and leave a legacy for your family and the causes you believe in. Join us in our mission to create impactful legacies of service to our families and through intentional philanthropy.
- John Wesley -
Charitable Giving: Smart from the Heart
Jane Bond: Decoding Diversification
It Was the Best of Times, It Was the Worst of Times