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South Texas Wealth is a premier financial planning and management firm that specializes in protecting Baby Boomer’s retirement savings, financial planning tips, financial management.

Our investment process is simple and straightforward – it’s consistent, and repeatable. It’s important to us at South Texas Wealth™ that we are able to articulate our financial planning strategies in a manner that’s easy for our clients’ to understand. Because as Albert Einstein once said, “If you can’t explain it simply, you don’t know it well enough.”

South Texas Wealth™relies on a repeatable, research-driven process to develop investment strategies and then construct personalized allocations that are aligned with our individual investors needs, goals and risk tolerance. Each of our process-driven, time-tested strategies are designed and executed by a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.