1. Southwest Equity Partners

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Solana Beach, CA

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Southwest Equity Partners

3.6 (48 reviews)
Open • 9:00 am - 5:00 pm

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3 months ago

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3 months ago

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2 months ago

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2 months ago

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3 months ago

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3 months ago

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11 months ago

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7 months ago

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9 months ago

Abraham is the man! Professional and efficient with his work! Highly recommend for any tasks you may have, he's got it all!

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1 year ago

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2 years ago

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2 years ago

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2 years ago

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3 years ago

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2 years ago

very quiet community neighbors are nice nice place to live if you like. Peace and quiet very clean all brand new stuff.

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2 years ago

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2 years ago

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3 years ago

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5 years ago

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7 years ago

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3 years ago

SWE has a fantastic team, very professional, responsive and caring on a personal level.

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7 years ago

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5 years ago

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8 years ago

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7 years ago

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7 years ago

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8 years ago

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7 years ago

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7 years ago

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5 years ago

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7 years ago

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5 years ago

Pure greed happening with rent increases every single year upwards of $100+ and they don't put any money back into the apartments

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5 years ago

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6 years ago

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9 years ago

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6 years ago

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7 years ago

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8 years ago

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Ask the Community - Southwest Equity Partners

Review Highlights - Southwest Equity Partners

“I lived at The View at Point Loma for a year and had nothing but an awesome experience with management, specifically Joe.”

Mentioned in 7 reviews

Read more highlights

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I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we…read morelearned their team was accepting new clients, we quickly got in touch to see if they may be a good fit for us. We had just recently retired and we felt that our "traditional financial planner" was not meeting our needs. We met with Taylor and Tyler, and to say we were BLOWN AWAY is not strong enough! These guys have Retirement Planning dialed in!! They were very thorough, asked the right questions and came through with a complete financial plan that was easy to understand and covered many things we had yet to think about. They showed us how Roth conversions could make a huge difference in our lifetime tax bill. They uncovered the (often mysterious ) fees we were paying within our various accounts and helped us simplify the assets to make them more manageable. For MANY years we paid our advisor but did not feel we were receiving what we needed. We couldn't articulate what we were missing because you don't know what you don't know!! Taylor and Tyler turned the lights on for us and we are very grateful. I also must mention that their office manager, Karen, is WONDERFUL too! She is professional, kind, proactive, and wonderful at detail and follow-up - she plays a critical part! These are ALL-STARS, and if you are seeking a team for your financial planning needs - look no further!!

Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked…read morefor a better partner for our finances. We love the fact that they're a fee-only fiduciary and are always looking out for what's best for us. They truly go above and beyond to make sure that no stone is left unturned when it comes to minimizing investment costs/taxes, reducing stress + complexity and maximizing returns. Before we ever decided to work together, Taylor and Jon met with us on multiple occasions to educate us on their philosophy and make sure we were aligned on a long-term, low-cost, diversified investment approach. We found it incredibly helpful to understand the "why" before getting caught up in the specifics of any individual investment decisions. Taylor and Jon are tech-savvy, data-driven and very well researched when it comes to modern advances in portfolio theory. Their investment philosophy is grounded in timeless fundamentals and is a no-nonsense approach that avoids so many of the common pitfalls with investing. They provide each client with a custom portal to manage all of your finances and also regularly provide action items to work on. Over the past 6 months of working together, we've made huge strides on so many big projects from investments to insurance and so much more. They've also helped introduce us to a wonderful new accountant, a great estate planning attorney, and have made multiple connections within their network of highly qualified experts. Above all, they're just really good people who are a joy to work with. It's clear from every interaction that they care deeply about each and every one of their clients. We're looking forward to working with Taylor & Jon for many years to come and are grateful to have them as part of our team.

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Nick was our hero when our broker didn't have suitable options for us when they were being dropped…read moreby Traveler's due to the broker losing their relationship. We looked at alternate and more responsive brokers that could sell with Traveler's and Nick's reviews caught our attention. After one phone call, I knew this is who I wanted to do business with. He has since helped guide me on some home insurance claim questions that ended up being really good advice. A friend shared a cautionary tale of what happened to her as a result of a similar circumstance and I told her similar happened with us but we didn't have same fallout with our insurance because we took Nick's advice. We successfully renewed our home policy a second year, where if we had stayed with our previous broker we would have been dropped a year prior. We are so thankful we found Nick. He is incredibly responsive, knowledgeable, and thorough. I wholeheartedly recommend!

Terrible. sent him all my private information he wanted and using Yelp i was unable to forward…read morephotos of my Drivers License. it was a complete waste of time having to jump through all his requirements. I wouldnt deal with this person ever again. He finally phoned me with excuses. i have deleted his information and hope he deletes mine. No customer service. has answering machine. Very time consuming and unprofessional. I just got a very nasty phone call from this man who said Watch Your Back". That is a threatening thing to say and shows everyone what a nasty man he is. Beware of him. This man has been reported to the Elder Abuse Hotline and the Sheriff. I consider his threatening remark Elder Abuse and filed the appropriate forms. Telling me to BEWARE Of HIM after getting all my private information very concerning so he will be contacted for this behaviour. I am a few months from my 90th Birthday.

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A financial advisor who actually gives advice instead of just selling crap! I've been working with…read moreSteven at Next Gen for a while and he's been totally awesome. He has been easy to work with, thorough (almost too thorough and detailed!), explains complicated concepts very well without being condescending, and helps me to have peace of mind that all of my financial affairs are in order. I like the technology tools that we use too, they're really useful in helping me understand my options. I initially thought that the cost is a little high (for me, $3k/year), but it has been worth every penny and more when you look at the big-picture benefits of what he's actually doing for me. Investment management is also included at no additional charge, which is a great value that not many other financial advisors provide without having to pay more or having minimum account sizes of $1 million. I also really appreciate that Steven is fee-only and doesn't sell any financial products, so I can trust that he's giving me good advice without the conflicts of interest that come with him selling stuff for commissions. The amount of money that he saved me from hidden fees in other investments was enough to cover his cost, not to mention everything else that he's done for me. Thanks Steven!

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Southwest Equity Partners - apartments - Updated October 2026

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