Daniel Mauser
Founder & Managing Partner
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Everyday we are inspired to use our skills to help you fulfill your potential.
Rely Wealth is an independent advisory firm providing transformational guidance to help you achieve clarity with your personal wealth management needs and goals – and those of future generations.
To rely on someone is to have confidence in them – to know that there will be commitment and continuity – whether times are steady or unsettled. To know without a doubt that you aren’t in this alone. That’s what Rely Wealth is all about – helping you find the clarity you need and valuing the hard work it takes to help you succeed.
We listen to our client’s needs and act in accordance with their best interest in mind, always.
By keeping abreast of industry evolutions and changes in our client’s lives, we offer custom solutions that our clients need.
Our strength is in our team of employees and partners, working closely with each individual client.
The company we build is a reflection of our character. It takes honest, hard work to build a good name; losing it is easy.
We set high goals for ourselves and employ thoughtful processes to achieve our objectives.
The right strategy for each client.
We’re committed to helping our clients stay on course with a strategy that’s right for them and adapt to the current environment.
Markets are made of people.
Periodically, policy changes or economic shocks create opportunities: a long term horizon allows us to seize these opportunities.
Global exposure across assets and geographies with low fees.
Higher long-term returns and lower risk through diversification is our objective.
Without capital preservation there is no investing.
We invest in companies and assets we understand at valuations we can justify.
Daniel’s role as a Financial Advisor means he takes a hands-on approach to helping clients achieve their financial goals and guiding the overall direction of the firm. Whether through wealth planning, financial planning, or investment management, his focus is on one-on-one collaboration and connection.
Prior to starting Rely Wealth, Daniel served as a Financial Advisor at Investment Placement Group and a Financial Consultant with Barclays.
Daniel is a father of three who enjoys swimming, competing in backgammon, and doing stand up comedy in his free time.
Education + Background
Adriana is a key part of the Rely Wealth team. On a daily basis, she flexes her communication and managerial muscles keeping not only the office functioning at a high level, but ensuring clients are happy. “At Rely Wealth, we aren’t just about building and growing wealth, but caring for our clients and their families as a whole,” she says. And that’s what Adriana does best – tackling all the small details that really matter.
On a personal note, Adriana maintains a healthy work/life balance by spending time with her daughter, exploring nature, listening to music, and just enjoying life together.
Education + Background
As an advisor to Rely Wealth, Victor provides insights, perspectives, and knowledge in the field of economics and behavior that is invaluable. As a microeconomist, he pays particular attention to decision making behavior, helping us to guide our clients more effectively and efficiently.
Education + Background
Rely Wealth is not affiliated with La Jolla Economics Inc. Mr. Canto serves in an advisory role and is not an employee of the firm.
Paul serves as our Chief Technology Officer, providing an information technology infrastructure and support that allows us to serve our clients with excellence.
As our Chief Compliance Officer, Stacy has over 20 years experience in the financial industry, including more than a decade in compliance. She ensures best practices in the eyes of regulators.
Jason serves as an Operations Director for Rely Wealth, assisting our team with client onboarding and operational support, playing a critical role in the back office functioning of the firm.
The custodian we’ve selected is Pershing, founded in 1939 and a subsidiary of the well respected Bank of New York Mellon. They serve as custodian for financial holdings, FDIC protections, and investment insurance for our clients – you can rest assured your investments are protected with this exceptional partnership.
The technology and compliance partner we’ve chosen to work with is called tru Independence. They not only offer access to tools for financial planning, research, and communications, but their experts oversee all aspects of our compliance so we can focus our time and energy on serving you, our clients.
We work with a network of attorneys, accountants, and insurance professionals who we trust to serve you well in their respective specialties.
Daniel Mauser — Founder and Managing Partner
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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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