We're honored to welcome Shusterman Wealth Management Team to Octavia Wealth Advisors

We are thrilled to announce that Shusterman Wealth Management is now officially part of Octavia Wealth Advisors!

Formerly affiliated with SagePoint Financial, Shusterman Wealth Management is a San Diego-based firm that oversees $140 million in assets under management.

They are committed to providing their clients with comprehensive guidance and personalized financial strategies. The team takes immense pride in helping clients make confident decisions that not only grow and protect their wealth, but also help them achieve their financial goals.

Please join us in welcoming Daniela, Peter, Alexis, and Chris to the Octavia Wealth Advisors family!