YOUR PARTNER IN COMPREHENSIVE PLANNING
Our team uses a comprehensive approach to help you answer the two questions that cause investors concern: “Can I achieve my wealth goals?” and “Do I have any financial blind spots?” Our goal is to guide you from the uncertainty of these questions to feeling confident in being able to say, “I have what I need to live the life I want and can sleep at night knowing my family will be okay.”
We believe that knowing and understanding what your hard-earned money is invested in makes a lot of sense. Because of this belief, we take pride in having a “heart of a teacher” mentality in our wealth management approach. As our aim is not to be your first financial advisor, but to be your last one, we’re confident that, as long as we do what is right for you, your relationship with us will continue and the word will spread.
We help you determine your individual and family goals by discussing where you are today compared to where you would like to be in the future. As part of our comprehensive wealth management approach, we partner with estate planning attorneys, CPAs, and life insurance, disability, and long-term care providers to confirm we have all bases covered when implementing your personalized financial plan. Whether you are an individual in need of pre-retirement or retirement planning, a small business owner or direct sales professional in need of tax or business financial planning, or a recent widow or widower in need of financial guidance and estate planning, we take pride in providing exceptional customer service and forming trustworthy and lasting friendships with our clients.
Above all, we are confident that wherever you are on your financial journey, you will be pleased with our professional wealth management services, up-to-date solutions, and seasoned expertise.
TWO CONVENIENT LOCATIONS TO SERVE TEXAS-AREA CLIENTS
To better serve our clients, we have two convenient locations in Frisco and San Antonio.
2601 Network Blvd.
Frisco, TX 75034
SAN ANTONIO, TEXAS
14855 Blanco Rd.
San Antonio, TX 78216
Meet the Team
Learn more about each of the dedicated members of the Gonzalez Wealth Team.
Manny Gonzalez, CFP®
Southwestern Investment Group
Investment Professional, RJFS
Jeff Wayne Whaling
Wealth Advisor, Southwestern Investment Group
Financial Professional, RJFS
Financial Associate, Southwestern Investment Group
Financial Professional, RJFS
Client Operations Associate, Southwestern Investment Group
Client Operations Associate
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OUR MENU OF SERVICES
Specializing in retirement planning, comprehensive financial planning for individuals, small businesses, and direct sales entrepreneurs, and helping spouses who have recently lost a partner, our team is equipped to help you accomplish a wide span of financial goals. Learn about our specialty wealth planning services below.
Our comprehensive financial planning includes a deep dive into your financial needs, along with a personalized, strategic wealth management plan to help you reach your goals.
We take a systematic approach to managing assets on your behalf, mitigating risks, and determining which investments are appropriate for growing your portfolio.
We’ll carefully guide you along your retirement planning journey, helping you feel confident that you will save enough money to live your desired lifestyle.
You’ll be able to leave the legacy you desire when you have an estate plan in place. We’ll guide you with asset protection, trust implementation, and easing the burdens that come along with estate planning.
With proactive and strategic planning, we can help save you money and stress with college financial planning, pointing your family on the right track for future financial freedom.
SMALL BUSINESS FINANCIAL PLANNING
Owning a small business requires a lot of time and attention to the day-to-day business operations, leaving little time to focus on financial planning. Our team can proactively help you with wealth management guidance, freeing you to focus on your daily business management.
Financial Planning for the Direct Sales Industry
We understand the financial planning intricacies of the niche direct sales industry, so we can provide trustworthy and helpful guidance for direct sales entrepreneurs when it comes to wealth management strategies.
Transitioning Finances Upon the Loss of a Spouse
A sudden loss of a spouse can leave one feeling uncertain about their financial future. We specialize in providing trustworthy financial guidance for widows and widowers to smoothly transition finances upon spousal loss.
20/20 WEALTH VISION PLANNING PROCESS
Our unique, personalized approach to your wealth vision planning establishes a strong foundation for a long-term professional relationship. Through a tailored plan that is specific to your needs, we’ll help you work towards accomplishing your financial goals—now and into the future. Here’s what you can expect when setting up an appointment with our team.
We Get to Know You
We begin our relationship by getting to know you and truly understanding your financial needs and goals. As we work together to set expectations and review your information together, you’ll leave feeling confident that your best interests will be our top priority.
We Construct a Recommended, Personalized Plan for You
As a part of our service commitment to ensure that we deliver services that are in line with your expectations, we will build a personalized wealth management plan that fits your specific needs.
We Get to Work for You By Implementing Your Plan
After you have a chance to review our recommended strategy and reassess or re-prioritize any necessary goals, we’ll get to work implementing your wealth management plan, setting a schedule to ensure all tasks are addressed in a timely manner.
We Nurture an Ongoing Professional Relationship
Our work for you continues on an ongoing basis, as we regularly monitor your plan’s progress, re-prioritizing goals when needed, recommending any necessary adjustments along the way, and helping you mitigate any potential tax burdens through annual reviews and year-end planning.
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Contact Our Team
San Antonio, TX 78216