our Firm
We offer a variety of services including investment management, financial planning, retirement planning, and much more. No matter what your financial goals may be, we can develop a plan to help you pursue them.
Professional And Experienced
About Rene
I help transitioning military members and business owners provide for the financial independence of their families, and more importantly, have the option to spend time with the ones that they love. With family in the military, having worked at USAA and as a local business owner myself, I have seen how much they give. I want to be able to give back.
On a personal note, I am a longtime San Antonio resident and have been happily married to my wife, Patrice, for eleven years. We have three young boys, Matthew, Aaron, and Tyler, who fill us with amazement everyday. I have a long history with managing money, and began investing in to the stock market at the age of 15. I proudly graduated from UTSA with a bachelor’s degree in small business management and entrepreneurship. In my leisure time, I like spending time with my family, enjoying the outdoors and giving back to my community. I am part of a wonderful organization that raises over $100,000 every year and distributes it out to over 75 different charities.
Rene Soliz
Founder & CEO
Our Vision
Our vision is to help clients pursue financial confidence
We do this by taking a holistic and individualized approach to each person's unique circumstances.
Life is unpredictable, but with careful planning we can minimize the negative impact of life's surprises.
Our Mission
Our mission is to provide comprehensive financial planning and investment management services that are tailored to each client's unique needs. We aim to educate and empower our clients so they can make informed decisions about their money. We believe in taking a long-term view and building enduring relationships with our clients.
Valued qualified professional collaborative
Our Core Values
Integrity– Our clients come first and foremost to us as people, not just a number or transaction in the books. We always have our client’s best interest in mind above and before ourselves. We live and work with integrity to provide experienced financial planning services for all of our clients.
Transparency– We believe in transparency. We know that the best way to provide financial planning services is by being completely honest with you and your needs, so we don’t hold back anything – even if it means we may not be a good fit.
Responsibility– We take our client’s trust and our financial responsibility seriously.
We know that you have many financial goals, dreams, and aspirations. Our goal is to help make it all come true! To support your plan for the future, we provide a full range of planning services explicitly tailored around what’s important right now – no matter how big or small your needs may seem at first glance.
Collaboration– We believe that a successful advisor-client relationship is built on the foundation of collaboration. We work hard to make strong connections with every one of our clients. If we know you better, we can serve you better.
Professional and Independence– We maintain professional and independent in our decision-making process. We coach you through hard times to prevent costly emotional decisions.
