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SATURDAYS
7AM to 8AM
SATURDAYS
8AM to 9AM
The Smart Investing Show
With Brent & Chase Wilsey
Brent and Chase bring their financial experience live to the listeners and answer questions about individual companies, the economy, and other financial matters. The investing team brings an "Unbiased, No Strings Attached, Fundamental Opinion" to all their listeners.
From building your portfolio to planning your retirement or saving for your kids’ college, we deliver clear financial guidance and proven investment strategies. And with our podcast, you’ll get straightforward answers to the financial questions that matter most.
SATURDAYS
7AM to 8AM
SATURDAYS
8AM to 9AM
SATURDAY 7AM - 8AM
SATURDAY 8AM - 9AM
Forbes Best-In-State Wealth Advisors 2025
We’re honored to be named one of Forbes’ Best-In-State Wealth Advisors for 2025—a recognition that reflects our decades-long commitment to integrity, performance, and putting our clients first.
This award acknowledges top financial advisors across the country who consistently deliver exceptional service and results. At Wilsey Asset Management, we’re proud to bring that same level of trusted, high-quality guidance to every client we serve.
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SATURDAYS
7AM to 8AM
SATURDAYS
8AM to 9AM
The Smart Investing Show
With Brent & Chase Wilsey
Brent and Chase bring their financial experience live to the listeners and answer questions about individual companies, the economy, and other financial matters. The investing team brings an "Unbiased, No Strings Attached, Fundamental Opinion" to all their listeners.
Why Wilsey Asset Management
As one of San Diego’s leading investment advisory firms, Wilsey Asset Management has built a reputation for effective investment management, experienced financial guidance along with financial planning services nationwide.
Our goal is to make our clients money and provide attractive returns on their investments. We can help you create an Individualized Concentrated Value Portfolio which has the potential to help you reach your financial goals with the least amount of risk.
01
Transparent Approach
We believe financial guidance should be clear, not complicated. That’s why our transparent approach gives you full visibility into your investments, strategies, and costs—so you can make confident decisions with complete peace of mind.
02
Reliable Financial Education
We’re committed to making financial knowledge accessible. Through our podcast, market insights, and one-on-one guidance, we provide reliable financial education that empowers you to make informed decisions with confidence.
03
Effective Financial Guidance
Effective financial guidance means more than advice—it’s about creating a clear plan that fits your life. At Wilsey Asset Management, we provide strategies tailored to your goals, risk tolerance, and financial future.
In The News: Video
Understanding the latest market fluctuations and what investment options will build wealth while limiting risk is no easy task. Wilsey Asset Management has been managing discretionary assets for over 40 years and remains committed to helping our clients achieve their long-term investment goals.
Our advisors have been prominently featured in magazine articles as well as local radio and television programs. Check out the latest news coverage and reports our team have been featured in! Please feel free to contact us should you have any questions.
June job reports w/Brent Wilsey
S & P 500 Risks | Brent Wilsey on
Good Business San Diego
Impacts of Using AI to Surf the Web
Knowledge is one of the best investments you can make. That’s why we share timely investing news, practical planning advice, and in-depth conversations on the Smart Investing Show—all available on our YouTube channels.
Understanding the latest market fluctuations and what investment options will build wealth while limiting risk is no easy task. Wilsey Asset Management has been managing discretionary assets for over 40 years and remains committed to helping our clients achieve their long-term investment goals.
Our advisors have been prominently featured in magazine articles as well as local radio and television programs. Check out the latest news coverage and reports our team have been featured in! Please feel free to contact us should you have any questions.
June job reports w/Brent Wilsey
S & P 500 Risks | Brent Wilsey on
Good Business San Diego
Impacts of Using AI to Surf the Web
Understanding the latest market fluctuations and what investment options will build wealth while limiting risk is no easy task. Wilsey Asset Management has been managing discretionary assets for over 40 years and remains committed to helping our clients achieve their long-term investment goals.
Our advisors have been prominently featured in magazine articles as well as local radio and television programs. Check out the latest news coverage and reports our team have been featured in! Please feel free to contact us should you have any questions.
In The News: Video
Effective Investment Advice
Wilsey Asset Management was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.
At Wilsey Asset Management, we provide financial assistance in the following areas:
Effective Investment Advice:
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Individual and joint savings
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Corporate accounts
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Trusts and foundations
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Education savings
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401k and pension plans
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IRAs and more
Lasting wealth is not about income or bank accounts, it's about making the right decisions. One poor decision can be harmful, several can be disastrous.
At Wilsey Asset Management, we offer financial planning to help clients make the right decisions at the right time leading to financial success.
Contact us today to find out how we can best serve you.
Our Common-Sense Approach to Investing
It’s your money and you’ve worked hard to earn it. That’s why we take a common-sense, transparent and educational approach to our investment strategies, equipping our clients to have the peace of mind necessary to make the right financial decisions.
We can help you in every aspect of your financial life, from individual and joint accounts to 401(K)s, education funds, retirement savings, IRAs and more. Don’t let your years of effort go to waste. Invest wisely when you invest with Wilsey Asset Management.
Schedule An Appointment
DISCLOSURE: Forbes ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, and firm nominations; and based on quantitative criteria, including assets under management and revenue generated for their firms.
Forbes was compensated $9145 for the use of their logo and expanded profile features on Forbes website. Forbes rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.