Meet our trusted partners.
We know you require more than wealth management, and we’d love to assist in helping you find quality referrals. We’ve spent our careers building quality relationships across town with individuals and businesses that share our values. Below, you’ll find a list of business owners and professionals who are family-oriented and dedicated to putting you first. Please let us know if we can help by sharing more or introducing you.
Schulte Insurance Agency is a privately held insurance broker who have been located in Encinitas for over 40 years. Schulte Insurance helps business owners with their employee health insurance benefit packages along with helping individuals, families, and Medicare eligibles with their insurance needs. They employ a staff of 10 and each agent has a unique niche depending on your needs.
Counterpoint Asset Management is a California-based Registered Investment Adviser that provides absolute-return focused investment management services. If you’re interested in learning more, book a meeting with your IWS team to hear more about their strategies.
