Ernst & Co. Wealth Management, LLC is a boutique wealth management firm with a focus on cultivating highly personal relationships with clients and focusing on their individual needs. Built on the cornerstones of Discipline, Patience, and Conviction, Ernst & Co. offers a full suite of advisory services, including wealth management and consulting, portfolio & investment management as well as retirement and financial planning.
Our Mission is to provide clients with superior investment performance with the best path to wealth accumulation, retention and the secure transfer of assets. By creating and implementing strategies that are tailored to our clients unique objectives, we help our clients reach their goals in all types of economic conditions.
Our investment philosophy is focused on achieving long term investment goals while assuming the least amount of risk. Our strategy forgoes short-term gains and emotional responses in favor of a disciplined approach that provides greater long-term returns.
Why Ernst & Co.?
We are a completely independent fee-only Registered Investment Advisor (RIA) with a fiduciary duty to act in the best interest of our clients, putting their interests ahead of our own at all times. We are not only obligated, but happily and sincerely committed to our duty of loyalty and care.
Our firm is built as an alternative to the large brokerage houses and bank owned firms, providing our clients with the personal service and touch of a boutique firm. As a fiduciary, we are held to a higher standard and provide an objective, conflict free approach to wealth management.
Ernst & Co. core principals include maintaining the highest levels of integrity and transparency, while striving for solid risk adjusted returns.
Michael P. Ernst – President, Investment Advisor
Michael earned his Bachelor of Science degree in Economics from San Diego State University. After graduation in 1994, Michael was hired and trained on Wall Street by one of the nation’s largest and most storied Brokerage firms. Michael’s focus was on helping his clients meet their most important financial goals with specific risk management, asset diversification and growth strategies. It was that experience where Michael learned the principles of sound financial planning and also came to understand the inherit conflicts of interest present with the large brokerage house model. Michael established Ernst & Co. Wealth Management to eliminate those conflicts and created a culture with a commitment of providing the highest level of service and personal attention for its clients.