Your Partner for Lifelong Financial Fitness
Just as a fitness coach helps you stay healthy, a trusted financial advisor helps you build wealth, manage risk, and prepare for the future.
A Dedicated Coach to Keep You Fiscally Fit
When you visit your doctor for a check-up, the question you really want answered is, “Am I going to be okay?” The same is true for your finances. Just as good physical health requires discipline, consistency, and care, your financial health depends on strong habits, clear planning, and thoughtful guidance.
At Eden Wealth Management, we believe financial well-being is a cornerstone of overall peace of mind. A strong financial foundation not only helps you feel secure today, but also provides resilience during life’s unexpected challenges.
Meet Your Dedicated Fiscal Coach
Michael Weiser
Financial Advisor/Owner
951-489-0277
michael.weiser@ceterawealth.com
Before I became a Financial Advisor in 2008, I had been pastoring churches for over 25 years. I continued that "bi-vocational" route until finally retiring from ministry in 2020. Since that time, I have been a full-time Financial...
Financial Course Corrections to Stay on the Right Track
We use the Elements scorecard to assess your overall financial health, then take a deeper dive into one key area with updated data and analysis. Our clear, beautifully designed reports keep your plan current and give you confidence in your progress and direction.
Frequently Asked Questions
Yes. We are committed to acting in the best interests of the client 100% of the time without exception.
Our first meeting is simply an unstructured get acquainted meeting. We want to know all about you, your hopes and dreams for you, your family, and your future, as well as any concerns you may have.
We are primarily a fee-based business. We have a tiered fee schedule which is based on the amount of assets we manage for you. Our financial planning is also a tiered fee schedule. There is no cost to you for our initial get acquainted meeting.
At Eden, we offer what we call “Purpose-Driven” financial planning. We realize that financial planning can sometimes seem daunting for many people. Our process seeks to clarify your financial picture, simplify your financial plan, and amplify your financial resources. Our goal is to keep things simple for the client while we do the heavy lifting.
Helpful Resources and Curated Content
Protection Against Uninsured Drivers
A Primer on Irrevocable Life Insurance Trusts
A Cheat Sheet for Sending Your Kid to College
Coaches
Schedule a Complimentary Consultation
If you believe you could benefit from working with a professional financial advisor, let’s review your portfolio, career trajectory, and investment goals to see if you’re a good match for our practice.