Wealth Management

Fueled by fresh ideas, Garcia Wealth Management Group offers independent financial planning services focused on guiding our clients toward their long-term goals.

A time-tested, four-step process enables Garcia Wealth Management Group to develop a unique financial plan for you, custom-tailored to fit your life today and tomorrow. Regardless of a client's life situation, our independence from Wall Street ensures your best interests are always our top priority.

Independent research and the latest cutting-edge technology provides our firm with unbiased investment strategies with utmost choice and flexibility–all in a conflict-free environment. Our independence ensures unbiased financial planning and advice, as we do not favor a particular brand. At Garcia Wealth Management Group, our process and business model allows us to create genuine partnerships with our clients built on trust and understanding.

Garcia Wealth Management Group gives you the ability to organize and consolidate your assets, creating a single platform for seamless management. Your assets, private documents, financial and estate plans, and your retirement and cash flow models are all accessible in one centralized and secure location.

Our firm can help you manage your wealth so you can put your attention towards your priorities–like your business, personal life, and family.

Let us review and organize your assets, asset allocation strategy, insurance, and financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Organize, consolidate and integrate your finances:

  • Financial goals/plans
  • Balance sheet/Net Worth statements
  • Asset allocation strategy
  • Account aggregation
  • Cash flow/Retirement Models
  • Tax and Wills, Trusts, tax returns
  • Insurance coverages and summary
  • Estate plan

Benefits to Garcia Wealth Management Group clients:

  • Immediate access to all financial related matters in a single location
  • Current information
  • Your accounts and assets are always current
  • Your balance sheets are updated daily
  • Analysis

Click here to take the Wealth Management Demo and see how we can help simplify your asset management.