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?”
First, we’ll 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, we can ascertain what parts of your current financial plan may hinder your chances of attaining those goals. Finally, after several in-depth conversations, we’ll determine what asset allocation will be appropriate given your desired rate of return and risk tolerance.
Our aim is not to be your first financial advisor, but to be your last financial advisor. As part of our comprehensive approach, we often partner with estate planning attorneys, CPAs, and life insurance, disability, and long-term care providers in order to confirm we have all of the bases covered when it comes to your retirement. We take pride in providing exceptional customer service and forming deep and lasting friendships with our clients.
We would love the opportunity to sit down with you for an initial consultation or an unbiased second opinion about your current financial plan. You can learn more about our team by calling our office directly at 210-382-8133 or requesting a welcome packet.
Meet the Team
Learn more about each of the dedicated members of the Whaling Wealth Team.
Contact Our Team
14855 Blanco Road, Suite 203
San Antonio, Texas 78216
Diversifying Your Portfolio with Retirement in Mind
July 29, 2020
Retirement planning has changed since your parents and grandparents were saving for
Webinar: Why Has the Market Gone Up?
July 28, 2020
We hope you enjoyed the webinar Michael and Grayson held on June
4 Tips for Socially Responsible Investing
July 22, 2020
Can investing be both a moral and a financial choice? Absolutely. What