Winer Wealth Management, Inc. is a Registered Investment Adviser (RIA) based in San Diego, California. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. It is committed to a fiduciary standard, placing the best interests of its clients first. The company offers a range of services including comprehensive financial planning (covering retirement, estate, tax, and insurance) and discretionary investment management tailored to individual client goals and risk tolerance.

Founded in

United States