IDA Wealth - Intelligence Driven Advisers 2792 Gateway Road, Carlsbad, CA 92009

"It is so reassuring to have an advisor that I trust to manage my investments. From the implementation of my plan, to quarterly check-ins, Rob Paterson has been knowledgeable and helpful, as well as patient in answering my questions. If you are seeking trustworthy, intelligent, and unbiased advice I highly recommend Rob and the team at IDA. Knowing that they act as fiduciaries means that they act in my best interest. This is especially important to me due to a prior experience with a different organization that did not advise with this level of integrity."

"I previously worked with two financial advisors and was highly disappointed and fearful of trying yet another. I knew I needed professional help and glad I found IDA. IDA changed my mindset about my future financial outlook. I'm pleased with the performance (even through tough times) and more pleased with the transparency and communication of my fiduciary advisor Thomas. He is amazing and I love IDA's team approach and constant monitoring of the market and each portfolio to ensure individual goals are met. I'm in good hands and finally have peace of mind. Thank you Jason, Thomas and team!"

"We have been clients of IDA for nearly 2 years and it's one of the best decisions my husband and I have ever made. It feels like a weight has been lifted from our shoulders! Our advisor is David Reyes and we are thrilled with the support and advice he has provided. David is professional and well informed, and he has been instrumental in improving our financial standing. I highly recommend IDA!"

"We really enjoy working with Rob and the staff at IDA. The communication is top notch: frequent, clear and professional, with a personal touch. "Update" meetings are informative, well-run and well-prepared for. With Rob's special brand of expertise and personality, we feel like well-cared for clients and know we are in good hands at IDA."

"Rob Paterson, our IDA advisor, Gives peace of mind when dealing with our retirement finances. He and his staff make one feel important and communicate promptly when we have any concerns. Rob is knowledgeable and has clear understanding of the economic landscape affecting our investments. He makes us feel comfortable and important every time we have a meeting."