Why Our Clients Choose Us

Overland & Shanahan Wealth Advisors, Inc. is a San Diego-based team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses both locally and around the country. Our mission is the same as it was since the day we were founded: to assist our clients in every aspect of their financial lives. Our commitment to this mission is defined by three core principles:

Collaborative Approach
  • In-depth discovery and active listening helps us understand what is truly important to each client
  • A personalized plan is developed that illustrates where clients stand today, points out any financial blind spots, and guides them forward
  • Clear recommendations that are designed to simplify the complex and ease decision-making
BENEFIT: Clients feel the confidence and empowerment that comes from having a clear and concise plan in place

Comprehensive Guidance
  • A team approach allows us to leverage unique experiences, specialties, and perspectives
  • A clear, diversified approach to building portfolios and risk-managed strategies to clients in way that is customized to their goals and desires
  • Access to resources and the ability to work with other professionals on our clients behalf
BENEFIT: Clients feel confident knowing they have an advisor acting as a steward, coach, and advocate

Personalized Service
  • An experienced staff that delivers a high level of accessibility, responsiveness, and follow-through
  • Ongoing communication and education keeps clients on track to work towards their goals and allow for flexibility as their needs change
  • Taking the time for each client helps build trust and establishes a comfortable working relationship
BENEFIT: Clients experience the assurance that comes from a long-term working relationship