Deborah Sims began her career with Dean Witter twenty-five years ago in Downtown Los Angeles. Within five years, Deborah was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the last fifteen years, Deborah Sims has been practicing as a Wealth Advisor. Today, her office is located
in the heart of Historic Rancho Santa Fe, California. While using her unique approach, founded on providing personal service, her mission has been to educate her Clients with the knowledge to simplify a complicated subject.
The Estate Management Group provides financial guidance to Clients of Wealth, Business Owners, and Foundations, to help them plan their Financial Future and to protect their Family Legacy. Deborah Sims works closely with a network of locally renowned Estate Planning Attorneys and Certified Public Accountants. By structuring a team with outside specialists, Deborah is able to provide her Clients with access to a variety of services. This original method has simplified her Clients’ needs and has distinguished Deborah in the Financial Service Industry.
In addition to Estate Management Group, Deborah Sims has established Engaging Women in Wealth for means of empowering women about their financial futures. As a woman on Wall Street, Deborah believes it is important that every individual feels confident about their personal finances. By creating a series of interactive workshops, Deborah’s focus is to create a friendly environment where women feel excited and engaged about their wealth.
Estate Management Group and Engaging Women in Wealth were founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. By creating a personalized relationship with each one of her Clients, Deborah is able to strategize and create plans designed to help all of her Clients achieve financial freedom. This is accomplished by identifying her Clients’ passions that often include: Charitable Giving, Collectibles, and establishing a Family Legacy.
As Principal of Estate Management Group and Engaging Women in Wealth, it is Deborah’s mission to be her Clients’ most trusted Wealth Advisor through professional knowledge, integrity, and personalized wealth management services.
Additional Services Offered:
• Fee Based Asset Portfolio Management
• Estate and Charitable Planning
• Tax Efficiency
• Creating Wealth Plans for Family Legacy
Affiliated Organizations:
• Rancho Santa Fe Foundation Women’s Fund
• Rancho Santa Fe Rotary
• USC Trojan League Associates of San Diego County
Estate Management Group ~ Engaging Women in Wealth 16906 Via de Santa Fe
Rancho Santa Fe, CA 92067
Mailing: PO BOX 926
Rancho Santa Fe, CA 92067
866.434.4500 or 858.756.0004