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Wacker Wealth Partners
- Financial Services
- San Luis Obispo, CA
About this business
Located in beautiful San Luis Obispo, California, Wacker Wealth Partners provides comprehensive wealth management, financial and investment planning, and investment management services to individuals, families, trusts, foundations, and estates. We are an independent advisory firm offering exceptionally personalized service provided under a strictly fee-only fiduciary relationship. Fee-only means we have no products to sell, and we receive no commissions from financial institutions that might create conflicts of interest. Cli... read more
Location details
892 Aerovista Ln #220, California 93401, San Luis Obispo, CA, 93401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’m incredibly grateful to Megan Carden and the entire team at EP Wealth Advisors. Megan’s attention to detail, responsiveness, and depth of knowledge are exceptional. She has a unique ability to communicate complex financial concepts in a way that is both clear and thoughtful, always ensuring that every decision aligns with my broader goals. Beyond her technical expertise, what stands out most is her genuine care and consideration for the whole person—she approaches financial planning with empathy, integrity, and a deep und... read more
Wacker Wealth Partners are absolutely amazing to work with. They are a wealth of knowledge and very professional in their delivery of information. We have had nothing but positive experiences with Megan and Stuart from start to finish. They have truly given us peace of mind with financial planning. We highly recommend their services.
PEACE OF MIND Positive, Pro-active, Knowledgeable, Professional, Always putting our financial interests first My Wife and I have had Wacker Wealth Partners as our Financial Advisors for over 30 years. Now our Son and Daughter have been with them for over 10 years. We first started with Bob Wacker as our primary Advisor and now we have transitioned to Bryan Krill and Megan Carden as our Advisors. Wacker Wealth Partners have been with us through all our stages of life from our working years, selling our company, and now our re... read more
My husband and I have been associated with the team at Wacker Wealth Partners for over 20 years. Even in times of market volatility, they have given us peace of mind about our financial security. They have always provided a comfortable, confidential atmosphere for us to talk through our goals and challenges. Wacker Wealth Partners helped us reach the point that we feel confident that we can retire comfortably. Bob Wacker and his team’s expertise, excellent service and commitment are second to none. We highly recommend their ... read more
Great advice; very personalized service. My planner anticipates my needs and reaches out before I need guidance. He is very responsive and volunteers his time in the community. Wisdom beyond financial planning is what you'll find at Wacker Wealth Partners.
Frequently asked questions about Wacker Wealth Partners
How is Wacker Wealth Partners rated?
Wacker Wealth Partners has a 5 star rating with 11 reviews.
When is Wacker Wealth Partners open?
Wacker Wealth Partners is closed now. It will open at 8:00 a.m.
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