About Satori Wealth
About Satori Wealth
Satori Wealth Management is the fee-only financial planning firm that helps prospective and current retirees enjoy a deeply fulfilling retirement through Expert Income Planning, Tax Planning, Investment Management, And Wealth Protection.
We're about helping you live the life you want
We’ve been leading clients through the retirement planning maze for 20 years, and I’m amazed at the difference our approach to retirement planning makes to give them the peace of mind and confidence they need to spend these years doing what they love.
They may start the process with only a general idea of what they want to do in retirement (and no idea how much money they need to do it). That’s common.
And it’s why we have a series of discovery and planning meetings before they ever decide to work with us long term. Each step of our process brings clarity that helps you:
- Avoid worry and stress
- Save time and energy
- Experience a strong sense of purpose in retirement
Danny Michael CFP® RLP® MSBA
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Once you define for yourself what a fulfilling, deeply satisfying retirement looks like, our team can guide you to the best way to achieve it, including estate planning, tax planning, financial investing and asset protection.
Your retirement is all about YOU.
We value transparency & clarity
As a Fee-only Fiduciary, we’re 100% transparent with our clients. We receive no third-party commissions and have no incentive to recommend someone else’s program or fund. Instead, we act as a buffer between you and salespeople pushing their own agendas. You can rest assured knowing we are always asking, “Will this help our clients live the life they want to live?”
We have offices located in San Diego and Los Angeles.
We’ve got your back, no matter what.
We provide security and access
We partner with Charles Schwab and TD Ameritrade. These institutions serve as custodians for our clients’ investment portfolios.
This partnership provides you with access to nearly every publicly traded security and ensures your assets are always safe.
You’ll receive monthly statements and online access from these custodians for the investment accounts we manage for you.
We also work with Dimensional Fund Advisors (DFA), a low-cost passive mutual fund family. Dimensional’s investment philosophy is based on strategies built from the pioneering financial market research and analysis of Nobel Prize-winning economists.
Dimensional funds aren’t available to the public. You can only access them if you choose to partner with a Dimensional-approved firm like Satori.
We put the best tech to work for you
Our tech allows you to automatically track and categorize your spending, create a budget, schedule tasks and have real-time balances of all your accounts from nearly every major financial institution.
You can also access your information at any time from anywhere in the world that has internet.
Now that’s peace of mind.
In addition to receiving a monthly statement, we also provide enhanced performance reporting through our quarterly performance report and 24/7 online client portal.
You’ll always have a clear understanding of how you’re doing with details on asset class performance, gain/loss analyses, and detailed easy-to-read fee breakdowns.