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5755 Oberlin Dr. Suite 301
San Diego, CA 92121
Phone:
  • 619-977-5223

Flipbooks

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Today's investment climate offers unprecedented opportunities. At Santa Fe' Wealth Management, Inc our mission is to help clients take advantage of those opportunities by providing them with three key tools:



  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust their roadmap when their needs change


Our services cover all areas of Wealth Management, from Investment and Retirement Planning to Risk Management and Estate Conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your Wealth Management Planning, or for more information on Santa Fe' Wealth Management, please contact us today.  Thank you,

Donald Haskell,  President, CEO

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck