Find your Freedom

Financial Plans To Serve You

San Antonio, Texas

Professional and Experienced Experts

Own The Keys To Your Future

There are many reasons to choose our firm as your financial partner. With our proven process, we pride ourselves on providing excellent client service, working with clients on a personal level, and having a team of experienced professionals who can tailor solutions to fit each individual need. 

Our Practice Areas

Retirement Planning

After working hard for so many years, you deserve to have a peaceful retirement. We partner with you to reach retirement, and live comfortably without running out of money.

Education Planning

College is an important stepping stone in your kid's future. Our financial strategies can make this a seamless process. Start planning for their future today, and make their dreams a reality.

Business Owner Protection & Growth

A business's financial health is integral to its long-term success. That's why we offer a wide range of services that help you grow your company and protect your employees.

Military Transition Planning

The military is a challenging and rewarding lifestyle, but it doesn't last forever. We simplify your financial transition back into civilian life.

Legacy Planning

We not only want to enrich your life, but also the lives of kids and families you leave behind. We provide solutions to take care of your generational tree.

Tax strategies

It's not about what you earn, it's what you keep. We provide strategies that allow for individuals and businesses to keep more of what they earn.

Risk Management

Having the right investment mix and preparing for the unexpected will set you and your family up for success.

Trusted professionals

Why Freedom Wealth?

Personal Relationships

We spend the time to truly get to know you, your family, your goals, and your current situation. We build lasting relationships with our clients, and offer completely personalized solutions.

Transparent Fees

At Freedom Wealth, we believe in transparency. We're great at what we do, and it's important to us that you know exactly how much our service will cost.

Unparalleled Customer Service

We provide holistic financial plans, coach you to your financial goals, and anticipate how your financial needs will change throughout your life. We are committed to helping you find your freedom and live life your way.

Who We Serve

Families

Family is the most important thing to us. We serve families at our wealth management firm because we believe that family comes first, no matter what your situation may be or how much money you have in the bank!

Retirees

We're a financial services firm that caters to retirees. We help them invest and protect their investments so they can live comfortably for the rest of their lives!

Next Generation Investors

We are committed to serving the next generation of investors. We have technology that can provide a long-term perspective on their investments.

Professionals

Wealth management is a personal and professional responsibility. We offer you the best chance for success with your business endeavors by serving as an advisor, mentor to help guide you through what can often be overwhelming decisions about how best manage finances wisely

Veterans

We are honored to serve veterans at our wealth management firm. We understand you have significantly sacrificed to serve our country, and we want to be able to serve you. Our commitment has never been more substantial, and we will continue working hard for you, both now and in the future!

Business Owners

We are the premier business consulting firm for entrepreneurs who want to grow their companies. Our services include tax strategies, business succession strategies, and personal wealth management. We give you peace of mind knowing you and your business are on the right track.

Contact Our Wealth Management Team Today!

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