San Luis Wealth Advisors

About Us

Working with you to reach your financial goals.
 
San Luis Wealth Advisors

At San Luis Wealth Advisors, we are committed to delivering exceptional service and investment guidance to a select group of clients. As an independent firm, free from the constraints of large banks or brokerages, we have the flexibility to implement best-in-class solutions while keeping costs low. Our approach is holistic, providing strategic advice across both sides of our clients' balance sheets.

Beyond investment management, our expertise spans business entities, taxation and estate strategies, trust management, capital raises, real estate financing & management, and private equity. With deep industry knowledge and a client-first philosophy, we provide strategic, tailored guidance to help our clients achieve their financial goals.  

About Rasheem

After earning his degree in Finance from the University of Connecticut, Rasheem launched his career at Fidelity Investments in Massachusetts. He later moved to Los Angeles, where he deepened his expertise in financial planning and investment consulting, working closely with clients to develop personalized strategies.

A Certified Financial Planner™ with over 14 years of industry experience, Rasheem specializes in guiding clients through complex financial decisions. He is dedicated to understanding their unique goals and collaborating with them to create tailored plans that put them on the best path to success.

Now based in the Greater Boston area, Rasheem enjoys life with his wife, Meghan, and their two daughters.