Leaving Your Lasting Legacy
We stay focused on market trends, so you don't have to.
At Texas Coast Wealth Management, I am an independent advisor free from the influence of broker/dealer conflicts-of-interest. With no mandates to sell certain products, generate commission or win sales contests, the focus is solely on clients and their families. The process starts with questions to assess your current situation and how you want to live your life in the future. Next, your resources and needs are analyzed. We meet again to discuss recommendations and implementation. Finally, we plan to periodically review and make adjustments for market conditions and life changes to make sure we stay on track.
Being dual-registered as a Investment Advisor Representative and Series 7 representative (held through LPL Financial) , means I can work in the best interests of the client on a fee-basis or in a traditional stockbroker relationship. A no-obligation “second opinion” review and pricing analysis is often a first step to determining how you can receive the most value.
On-going, independent advice from an experienced professional on a wide-variety of financial topics. My extensive knowledge and professional associations become a resource to help you sort out life’s important financial issues to focus on what is important to you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.