Total Wealth Management

★★★★☆
32.7766 -117.139
Map and Directions to Total Wealth Management

619-704-1500

8880 Rio San Diego Drive Suite 350

San Diego, CA

92108

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About Total Wealth Management

Categories
  • Financial Planners
Hours
Monday: 09:00 AM - 04:00 PM
Tuesday: 09:00 AM - 04:00 PM
Wednesday: 09:00 AM - 04:00 PM
Thursday: 09:00 AM - 04:00 PM
Friday: 09:00 AM - 04:00 PM
Saturday: Closed
Sunday: Closed

Finance

Finance
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4.0 4
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Reviews 1 - 4 of 4.
.

Jacob Cooper and his staff at Total Wealth Management have always been straight shooters with me and my family. The staff has always treated us with respect and kindness. We have had solid investment returns and overall a very good experience as a long-term client.

5
★★★★★

Jacob Cooper and his staff at Total Wealth Management have always been straight shooters with me and my family. The staff has always treated us with respect and kindness. We have had solid investment returns and overall a very good experience as a long-term client.

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.

I've been a client of Jacob Cooper and Total Wealth Management (TWM) for the past five years. Prior to moving my investments to TWM, I had been working with one of the big investment firms, where I was treated as a number, received little to no counsel on my investments, and watched my investments post paltry gains as they were subjected to a one-size-fits-all strategy of mutual funds and stocks.

Everything was different working with TWM. First off, the staff is great - accessible, friendly, insightful, and never makes you feel like you're bugging them because you have questions. As my financial advisor, Mr. Cooper took the time to understand my financial situation, retirement goals, tolerance for risk, etc. before prescribing any investment strategies. With every recommended investment opportunity, Mr. Cooper always takes the time to fully explain the pros and cons, risks associated, and answer all of my questions. I never feel in the dark with regard to what I'm invested in or how the various investment vehicles work.

The other breath of fresh air I've noticed as a TWM client is that Mr. Cooper and his team are not content with simply placing their clients' hard-earned cash into mutual funds and stocks that have proven to be quite volatile in recent years. Instead, they research and recommend various alternative investments which in most cases out-perform the stock market while providing far less risk. As with any investment, there's always risk. I haven't made money on every investment recommended to me by Mr. Cooper. However, my net gains with TWM have far surpassed what I would have realized had I stayed investment in a portfolio consisting primarily of stocks and mutual funds, which unfortunately is how most financial planners lazily invest their clients' money.

If you're happy having your retirement savings invested primarily in the stock market, you don't really need the services of a financial planner - just open an E-Trade account and do it yourself. However, if you want actual financial advice and the option to invest in strategies that are more lucrative and less volatile than the stock market, then you should take a look at Jacob Cooper and his team at Total Wealth Management.

5
★★★★★

I've been a client of Jacob Cooper and Total Wealth Management (TWM) for the past five years. Prior to moving my investments to TWM, I had been working with one of the big investment firms, where I was treated as a number, received little to no counsel on my investments, and watched my investments post paltry gains as they were subjected to a one-size-fits-all strategy of mutual funds and stocks.

Everything was different working with TWM. First off, the staff is great - accessible, friendly, insightful, and never makes you feel like you're bugging them because you have questions. As my financial advisor, Mr. Cooper took the time to understand my financial situation, retirement goals, tolerance for risk, etc. before prescribing any investment strategies. With every recommended investment opportunity, Mr. Cooper always takes the time to fully explain the pros and cons, risks associated, and answer all of my questions. I never feel in the dark with regard to what I'm invested in or how the various investment vehicles work.

The other breath of fresh air I've noticed as a TWM client is that Mr. Cooper and his team are not content with simply placing their clients' hard-earned cash into mutual funds and stocks that have proven to be quite volatile in recent years. Instead, they research and recommend various alternative investments which in most cases out-perform the stock market while providing far less risk. As with any investment, there's always risk. I haven't made money on every investment recommended to me by Mr. Cooper. However, my net gains with TWM have far surpassed what I would have realized had I stayed investment in a portfolio consisting primarily of stocks and mutual funds, which unfortunately is how most financial planners lazily invest their clients' money.

If you're happy having your retirement savings invested primarily in the stock market, you don't really need the services of a financial planner - just open an E-Trade account and do it yourself. However, if you want actual financial advice and the option to invest in strategies that are more lucrative and less volatile than the stock market, then you should take a look at Jacob Cooper and his team at Total Wealth Management.

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.

This company has been a real disappointment. Jacob K Cooper is much too busy to contact once he has your money. His follow thru is terrible. I thought that it would be no problem to cash out of an account, but it seems that I have to wait several months to get my money back. This raises lots of red flags for me.

1
★☆☆☆☆

This company has been a real disappointment. Jacob K Cooper is much too busy to contact once he has your money. His follow thru is terrible. I thought that it would be no problem to cash out of an account, but it seems that I have to wait several months to get my money back. This raises lots of red flags for me.

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2 out of 3 people found this review helpful.

.

Total Wealth Management, and Doug Shoemaker in particular, have been an asset in helping us plan our financial future. This firm is committed to you right from the beginning (when your accounts might be smaller!) and makes you feel just as important as if you were a big fish. They are very patient at explain concepts and options as many times as is needed and are not pushy about anything. We are lifetime customers and I would likely recommend TWM to anyone.

5
★★★★★

Total Wealth Management, and Doug Shoemaker in particular, have been an asset in helping us plan our financial future. This firm is committed to you right from the beginning (when your accounts might be smaller!) and makes you feel just as important as if you were a big fish. They are very patient at explain concepts and options as many times as is needed and are not pushy about anything. We are lifetime customers and I would likely recommend TWM to anyone.

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1 out of 3 people found this review helpful.

More about Total Wealth Management

Core competencies include portfolio construction and management, as well as comprehensive financial planning when required.

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