Octavia Wealth Advisors, based in San Diego, CA, recently welcomed the esteemed Shusterman Wealth Management Team into their family. With a focus on overseeing $140 million in assets under management, the team is dedicated to providing clients with personalized financial strategies to help them achieve their financial goals.
Formerly affiliated with SagePoint Financial, Shusterman Wealth Management takes pride in guiding clients towards confident decisions that not only grow and protect their wealth but also ensure financial security. Committed to comprehensive guidance, the team at Octavia Wealth Advisors is known for their expertise in wealth management, investment, tax planning, retirement planning, insurance planning, and more.
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