Intercontinental Wealth Advisors has been serving clients since the 1980s, offering professional insight to high-net-worth individuals, families, foundations, non-profit organizations, and businesses in America and abroad. Clients appreciate the company's honesty, integrity, and professionalism, as well as their dedicated and knowledgeable team that is always available to meet i more...

2. Clients have praised Wela Financial Advisory for their personalized and transparent financial advice rooted in research and integrity. With almost 30 years of experience, they offer lower fees compared to industry averages and have built long-lasting relationships with their clients. Their focus on trust and alignment sets them apart in the wealth management industry. 6. Uni more...

Positive Reviews: Clients rave about the personalized attention and expertise they receive from South Texas Wealth. The dedicated wealth manager is described as knowledgeable, professional, and insightful, providing valuable information to help grow portfolios. Clients appreciate the individualized care and thorough explanations given to help make the best financial decisions fo more...

Positive reviews for Merrill Lynch Wealth Management highlight the company's exceptional service and high-quality strategies for wealth accumulation, preservation, and transfer. Clients appreciate the focus on portfolio management, asset allocation, liability management, and tax minimization, as well as assistance with concentrated stock positions, hedging, liquidity strategies, more...

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis II more...

RBC Wealth Management is a trusted advisor and wealth manager for individuals, families, and institutions. Our global network brings together our deep expertise to strengthen financial security for our clients all over the globe. Our management team has a unique vision and a dedication to responsible stewardship. We are changing the way that you think about full-service securit more...

The SWBC Investment division has been in business since 1991. It provides comprehensive, holistic financial planning services to individuals, companies, and institutions. We are part of SWBC and can offer clients financial services and protection such as insurance, mortgages, tax, benefits, and employee benefits. Our clients get holistic solutions that go beyond just a financial more...

Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions, and services to help maximize the growth, preservation, and tax-efficient transfer more...

Wealth management is a topic we view differently from others. The traditional approach of asking prospective clients 8-10 questions about their risk preferences and their ages, then using those data to allocate their portfolio is not viable. Assets should be managed according to the time they are spent. We also believe in risk-taking. This means management. We take the role of more...

CAPTRUST has San Antonio advisors who provide wealth management services for high-net-worth individuals and business owners. They also offer investment advisory services to foundations and endowments that support nonprofits. CAPTRUST, an independent registered investment adviser was established in Raleigh in 1997. The company provides tax advice and compliance, investment manag more...