Wealth Alliance is a San Diego-based wealth management and planning firm that offers personalized financial services to help individuals and families achieve their financial goals. With over 30 years of combined experience, their team of qualified professionals provides expert advice and assistance in areas such as financial planning, investment management, and retirement income planning. Operating as both a Registered Investment Advisor (RIA) and through Independent Financial Group's Broker Dealer, Wealth Alliance offers fee and commission-based services tailored to meet the unique needs of their clients.
Committed to delivering superior service, Wealth Alliance prides itself on its innovative approach, utilizing proprietary financial planning software to create individualized wealth management strategies. Their team, led by President Kevin Barrett, a CPA and CFP, is dedicated to providing friendly and personal assistance in all aspects of their clients' financial affairs. With a focus on professionalism and a commitment to client satisfaction, Wealth Alliance is a trusted partner in helping individuals and families navigate their financial journey.
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