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Fiduciary Wealth MANAGEMENT FOR WOMEN


We offer comprehensive and customized strategies designed to help women manage their assets and feel confident in their future.





Deb Sims

CEO of Engaging Women in Wealth


“Every woman has her dreams. To fulfill these desires, a woman must feel confident. Confidence enables empowerment and enrichment of knowing who you are and where you want to go. By establishing a plan, Engaging Women in Wealth ensures a purpose in the woman seeking her dreams."



Our Mission, Empowerment.


Our goal is to empower and inspire women to feel confident and take charge of their financial futures.


We're passionate about our clients' values and their dreams to pursue a solid financial future.


Want Deb to Speak at your next Event? Click here to schedule a call!

We offer ongoing guidance and education regarding financial and wealth management topics.




Deb Sims.

Engaging Women in Wealth was founded by Deb Sims, a wealth advisor with more than 30 years of experience. Throughout Deb Sims' career, she has been continually reminded that women across the country still face the same concerns she did 30 years ago. This is how Engaging Women in Wealth evolved and has become her passion. 

Today, Deb Sims remains committed to educating, engaging, and inspiring as many women as possible to take control of their financial situation. 

Engaging Women In Wealth

 

We specialize in serving women and are sensitive to their situation and financial concerns.
We put the same care, thoughtfulness, and attention to detail to offer an engaging user experience.












The Empowerment Diary 


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Questions and Answers

Deb Sims is a wealth advisor with more than 30 years of experience. She answers your questions about your financial, estate, and tax strategies. ASK Deb your question by filling out the form on this page!



Dear Deb,

My Brother’s wife recently passed away. One of your last ‘Dear Deb’s,’ cautioned making ‘major’ money decisions during emotional times. When is it appropriate to approach financial topics with someone grieving?

- Gary, Del Mar

Dear Gary,
I am sorry to hear of your Brother and your recent loss! There is no ‘right’ time to approach some grieving; however, being supportive and attentive during this time can be motivating
to someone dealing with a loss. I recommend to start small in your communications and really listen to responses. We all experience grief and mourn differently but our finances should not be left out of focus. Be aware that there may be time- sensitive deadlines, changes to income needs or goals, etc. in regards to a loved one’s passing. 

If you need help facilitating a conversation with someone who you care about, please contact my office at 858.756.0004!
-Deb






Dear Deb,                                    

My husband and I have recently separated.

Who is able to make changes to our Retirement and Trust Accounts?

- Maria, Rancho Santa Fe

Answer


Dear Deb,
My dear friend recently lost her husband. He was in charge of their finances and she is lost.

What financial topics need to be prioritized?

- Ellen, Rancho Santa Fe


Answer


Dear Deb,
I’m 62 years old and retiring next year. I don’t need social security for income when I retire.
I have longevity in my family.

When do you suggest I should start to take social security?

- Melinda

Answer



Ask Deb your question...




Want to speak privately?

Schedule a complimentary consultation with Deb about your financial questions. Let's talk about your situation and what options you have!

Call (858) 756-0004







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Contact Us


Based in San Diego, California, we have offices in exclusive Rancho Santa Fe and historic Old Town. We service clients from coast to coast and invite you to contact us today to learn more about how we can help you.


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