Wilsey Asset Management
Investing,
Financial AdvisingHours:
10620 Treena St Suite 100, San Diego CA 92131 Hours
About Wilsey Asset Management
Wilsey Asset Management is a trusted financial firm known for its professional and helpful team, including Brent Wilsey and Chase. Clients appreciate their kindness, good communication, and willingness to take the time to understand individual financial situations. The team is easy to work with and responsive, providing fast and efficient answers to questions and assisting with tasks like IRS submissions. Brent’s weekly reports keep clients informed about market trends and investment growth. The firm offers a client-centric approach, catering to both small and large portfolios, with a focus on delivering strong results that often surpass the S&P 500. Beyond financial expertise, Wilsey Asset Management demonstrates a genuine commitment to community and philanthropy. Many clients have listened to their podcast for years and highly recommend the firm for its integrity, dedication, and personalized service. Overall, Wilsey Asset Management stands out as a reliable, knowledgeable, and caring wealth management firm.
Most Recent Reviews
May 2026
Excellent updates, well written articles, keeping on top of the markets
April 2026
Have almost double what my husband and I retired and have live off of since 2002. Honest, reliable and great. They know what the are doing. Very excellent team.
September 2025
I have a great deal of trust in Brent and Chase which has been well earned over the years!
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