About Satori Wealth Management, Inc.
Satori Wealth Management, Inc. is a fee-only financial planning firm based in San Diego that provides comprehensive wealth management services, including investments and tax planning. Their financial advisors are Certified Financial Planners™ who specialize in retirement planning and act as fiduciaries, ensuring their advice is always in the client's best interest. Clients praise the firm's financial advisor, who is described as highly knowledgeable, resourceful, responsible, and always ready to provide the best possible guidance on investments and wealth growth. The advisor maintains close control over clients' accounts, stays well-aware of their needs, and helps them make informed decisions. Clients feel they can trust the advisor's expertise and experience, and over the years, the relationship has become an extension of their family. The firm's clients express confidence and peace of mind in their long-term relationship with Satori Wealth Management, and they highly recommend the firm and its financial advisor to those considering professional financial guidance.
We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how...read full review
Danny Michael has always been very good at keeping me updated on my investment accounts. He holds semi-annual meetings to discuss the past 6 months events & how they effect my investments. If I want to withdraw cash it's in my bank account in a matter of days, less than a week.
It was a pleasure to review our plan with you today. You've given us some good things to think about. Our long term relationship continues to provide us with confidence and peace of mind regarding our future