Wilsey Asset Management has joined San Diego Union-Tribune for the 2025 Readers Poll, if you like our financial content please nominate us for best Financial Planning in 2025!

As one of San Diego’s leading investment advisory firms, Wilsey Asset Management has built a reputation for effective investment management, experienced financial guidance along with financial planning services nationwide. Our goal is to make our clients money and provide attractive returns on their investments. We can help you create an Individualized Concentrated Value Portfolio which has the potential to help you reach your financial goals with the least amount of risk.

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The Smart Investing Show

with Brent & Chase Wilsey

SATURDAYS AT 8AM-9AM 

       Listen live on 97.3 FM The Fan

SUNDAYS AT 8AM-9AM

       Listen live on The Patriot AM 1360

SUNDAYS AT 10AM-11AM

       Listen live on KOGO

Listen to Full Episodes on our Podcast

Transparent approach

Effective financial guidance

Reliable financial education

Informative workshops

Our Common-Sense Approach To Investing

It’s your money and you’ve worked hard to earn it. That’s why we take a common-sense, transparent and educational approach to our investment strategies, equipping our clients to have the peace of mind necessary to make the right financial decisions. We can help you in every aspect of your financial life, from individual and joint accounts to 401(K)s, education funds, retirement savings, IRAs and more. Don’t let your years of effort go to waste. Invest wisely when you invest with Wilsey Asset Management.

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Effective Investment Advice

Wilsey Asset Management was founded with the goal of assisting our clients in every aspect of their financial lives.  For each of our clients we strive to help create financial stability and security to provide financial independence.

At Wilsey Asset Management, we provide financial assistance in the following areas:

  • Individual and joint savings
  • Corporate accounts
  • Trusts and foundations
  • Education savings
  • 401k and pension plans
  • IRAs and more

Lasting wealth is not about income or bank accounts, it's about making the right decisions. One poor decision can be harmful, several can be disastrous. At Wilsey Asset Management, we offer financial planning to help clients make the right decisions at the right time leading to financial success.

Contact us today to find out how we can best serve you.

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Disclosure: Forbes ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, and firm nominations; and based on quantitative criteria, including assets under management and revenue generated for their firms. Forbes was compensated $9145 for the use of their logo and expanded profile features on Forbes website. Forbes rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.

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