Our Firm

At Robertson Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where we come in. We're trained, licensed professionals, and we can draw on over 30+ years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. We advise our clientele on retirement and estate planning issues, along with wealth creation and preservation strategies. It is especially important to know there is no cost or obligation to visit with us, nor do we charge a fee to prepare a financial plan.

At Robertson Wealth Management our focus is strictly on you and your long-term predictability.  Working with you to develop exactly the combination of products and services that meets your individual needs.  It's not about selling you products, it's about creating what best enhances your life and your plans over the years.

Our independent approach allows us to offer clients the most suitable options to achieve their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.

Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a part of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.