Softwealth (San Diego)
50% Bitcoin Discount
Softwealth is a Registered Investment Advisory firm which utilizes industry leading software and technology tools to improve all aspects of people’s experience with financial services.
We offer an wide array of investment management solutions for individuals and businesses with retirement and investment accounts.
We also offer financial planning services.
Fee only firm- Softwealth does not charge commissions or hidden fees.
Fiduciary Relationship- As a Registered Investment Advisor (RIA) we are required by law to act in a fiduciary capacity when serving our clients. This means we are required to provide advice that is solely in the best interest of our client, not our own.
No conflicts- We are not incentivized by third party companies and do not accept referral fees. This allows us to provide objective advice to our clients.