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At Freedom Wealth, we specialize in guiding you toward financial independence through a comprehensive approach that includes investment management, financial planning, and retirement planning. Our dedicated team is committed to helping you achieve your financial goals, whether you’re preparing for a secure retirement or maximizing your investments for future growth. With personalized strategies tailored to your unique needs, we provide the expertise and support you need to confidently navigate your financial journey.
Meet Our Founder
Rene Soliz III , CPFA®
Professional and Experienced Financial Advisor
At Freedom Wealth, we are led by Rene Soliz III, CPFA®, a passionate financial planner with deep roots in San Antonio and a commitment to helping individuals and families achieve financial independence.
With a strong background in serving military members and business owners, Rene understands the unique challenges they face when it comes to securing the future of their families. Drawing from his personal experience with family in the military and his time at USAA, as well as his own journey as a local business owner, he is dedicated to offering thoughtful, strategic financial advice to help clients live the life they truly want. For Rene, it’s about more than just managing wealth—it’s about providing the freedom to spend time with loved ones.
Rene Soliz
Founder & CEO
A Personal Touch
A proud San Antonio resident for many years, Rene has been happily married to his wife, Patrice, for over eleven years. Together, they raise their three boys—Matthew, Aaron, and Tyler—who inspire him every day.
Rene’s passion for finance began early—he started investing in the stock market at just 15 years old. He graduated from UTSA with a degree in Small Business Management and Entrepreneurship, and has since spent years honing his expertise in financial planning and investment strategies.
Outside of work, Rene is committed to his community, regularly volunteering his time and efforts. He is an active member of a BNI Chapter that raises over $100,000 annually, which is distributed to 75+ local charities.
Our Vision
At Freedom Wealth, our vision is to help you achieve lasting financial confidence by creating personalized plans that fit your unique needs. Life is full of surprises, but with smart planning, we can help you navigate the unexpected and stay on track toward your goals.
Our Mission
Our mission is to provide clear, personalized financial planning and investment strategies that empower you to make informed decisions. We build long-term relationships based on trust, helping you secure a stable financial future with confidence.
Valued qualified professional collaborative
Our Core Values
- Integrity: Your Best Interests Are Our Priority
At Freedom Wealth, we put our clients first. We see you as more than just a transaction—we value you as a person. With a commitment to integrity, we always act in your best interest, guiding you through your financial journey with honesty and respect. - Transparency: Open and Honest Financial Guidance
We believe in transparency—being completely open about your options and our approach. Our goal is to ensure you understand every part of your financial plan, and if we’re not the right fit, we’ll tell you. - Responsibility: Taking Ownership of Your Financial Journey
As qualified professionals, we take your trust seriously. We know that your financial dreams are important, and we are dedicated to providing the right services that align with your current needs, whether big or small, so you can achieve them. - Collaboration: Partnering with You for Financial Success
We work closely with you to create a collaborative relationship. By understanding your goals and needs better, we can craft financial strategies that truly work for you. Our team is here to support your vision every step of the way. - Professionalism & Independence: Objective Advice for Your Best Interests
Our team upholds the highest standards of professionalism and independence. We help you navigate challenging times with objective, steady advice, ensuring that decisions are made based on your best interests, not emotions.
Specialists at Achieving Your Financial Goals
Expert Financial Planning Services in San Antonio
Let us help you design a retirement plan that ensures financial stability and peace of mind for the years ahead.
Grow your wealth with personalized investment plans that align with your goals and maximize returns.
Minimize your tax burden and keep more of your earnings with tailored strategies that fit your financial goals.
Safeguard your assets with risk management solutions designed to keep you financially secure, no matter what.
Transitioning to civilian life? We help you navigate financial planning to ensure a smooth and secure future.
Ensure your business thrives with financial strategies that protect your assets and support long-term growth.
Create a legacy that reflects your values and ensures your wealth is passed on according to your wishes.
Plan ahead for your children’s education costs, so they can focus on their future without financial worries.