Built on Integrity. Committed to Your Financial Future.
Guiding individuals and families with honest, fiduciary advice since our founding in San Diego.
Wealth Manager Group was founded in the early 2000s in San Diego, California by Irving Eisenberg, a former CPA and life insurance professional who believed deeply in honest, independent financial advice. His mission was simple: help individuals and families make smarter decisions and enjoy the wealth they’ve worked hard to build.
While our team has grown over the years, Irv’s core values of integrity, clarity, and unwavering commitment to our clients’ best interests remain the foundation of our firm. Today, we serve individuals and families across San Diego and more than 20 states nationwide, including professionals, business owners, and those preparing for or enjoying retirement—continuing the vision that has guided our firm from the beginning.
Our Fiduciary Promise
As Your Financial Partner
We are committed to acting in your best interest at all times providing independent advice, putting your needs first, and offering guidance rooted in transparency, care, and loyalty. As fiduciaries, our responsibility is to help you make decisions that support your long‑term financial well‑being, not ours.
Why Clients Choose Us:
Independent, client-first advice
Every recommendation is made in your best interest, with complete transparency. Through one-on-one connections, we’ll discover more about you and what sets you apart.
Comprehensive financial planning
Integrated tax strategy, retirement planning, investment management, and estate coordination.
A Team-Based Advisory Model
While our team members work closely with each of our clients, we collaborate with one another in order to strive for a seamless, confident and detail-oriented experience. You benefit from the collective experience of our entire firm, not just one advisor.
Ongoing monitoring and adjustments
We make recommendations as market and life circumstances change. We bring energy and focus needed to design a plan that encompasses all of your needs. We are always challenging ourselves and seeking opportunities to continue learning as we work to deliver exceptional financial service.