Rely Wealth | Financial Planning & Investment Services | Gain Clarity

Gain clarity

to be financially complete.

to protect your assets.

to prepare for the future.

to find peace of mind.

to invest with confidence.

to be financially complete.

Don’t let complexity overwhelm you. At Rely Wealth, we help you with your personal wealth management needs and goals - and those of future generations.

I feel confident investing with Daniel as he always prioritizes personal well-being and investor peace of mind. He is exceptionally attentive and pleasant, truly a friend in this journey.

Esther — New Jersey

I’ve worked with Daniel and his team for many years and I strongly recommend Rely Wealth. They are attentive and results oriented.

Sarah — San Francisco

It's been wonderful to work with someone so passionate and dedicated to serving and understanding the specific needs of his clients.

David — San Diego

I highly recommend Rely Wealth. They are professional and have helped me navigate many different financial changes in my life.

David — Mexico City

Like a fish in the water Daniel Mauser moves in the fierce market current. Instinct and quick reflexes are his trademark.

Marcos — San Diego

I trust Rely Wealth. I know that they always have my best interests at heart and are on my side.

William — Dallas

Rely Wealth stands out as a trusted partner - they have a holistic understanding of their clients financial goals.

Sergio — San Diego

I can’t say enough about Daniel’s professional advice. Over the years Daniel has been an incredibly reliable, honest and knowledgeable financial advisor.

Sylvia — San Francisco

This testimonial was provided by a current client of Rely Wealth Partners, LLC. Rely does not compensate, directly or indirectly, for testimonials. Testimonials may represent a conflict of interest as Rely may indirectly benefit from such testimonials.

Sample of Rely Client Portal

Account is hypothetical, not a real client, any performance shown is not a guarantee of future results and may not be appropriate for all investors.

Be financially complete.

We offer a full suite of services to assist you in your specific needs and help you in achieving your goals, and gaining peace of mind in the process.

Financial Planning

Developing a personalized plan to put your money to work for you.

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Budgeting and Cash Flow

Tracking your income vs expenses and allocating with your goals in mind.

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Investment Management

Investing while prioritizing risk management and maximizing growth opportunities.

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Estate Planning

Protecting your assets and preserving your legacy for generations to come.

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Retirement Planning

Creating custom solutions to reach your retirement goals.

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Education

Preparing for your children’s education while implementing savings options.

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Charitable Strategies

Identifying causes you care about and maximizing your legacy impact.

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Insurance Strategies

Assessing your risk to ensure proper protection for you and your loved ones.

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Banking and Lending

Exploring your lending options with your full financial picture in mind.

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Tax Minimization

Navigating the complexity of taxation while minimizing your overall tax burden.

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Ready to begin?

You deserve to understand how your hard-earned money is working for you — and how Rely Wealth can help you make it happen.

Dig into details

First, we gather and analyze data to understand a starting point for you and your family.

Design a plan

Then, we develop a comprehensive financial and investment plan that addresses your goals.

Deploy and follow the plan

Finally, we carry out your proposed plan, communicating with you, and making any necessary adjustments.

We work with highly motivated individuals and families who want to be financially complete and value clarity.

Daniel Mauser — Founder and Managing Partner

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Gain Clarity

858 290 3300
hello@relywealth.com

7596 Eads Avenue
Ste 111
La Jolla, CA 92037

Investment advisory services offered through Rely Wealth Partners, LLC., a DBA of tru Independence Asset Management 2, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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