Padilla Wealth Management
www.padillawealthmanagement.comPadilla & Associates Wealth Management Group is an independent wealth management and advisory firm committed to delivering professional and quality service to our clients. Our firm is unique in that we specialize in retirement planning for employees at AT&T, Valero, NuStar, and USAA, catering our services to their specific employee benefits packages and executive compensation plans . We offer a comprehensive range of investment products, financial resources, and wealth management services tailored to meet our client's needs. Culture & Core Values We adhere to a corporate culture that places an emphasis on maintaining the highest levels of integrity, trust, and professional and ethical standards. This culture is reflected in our firm commitment to always place our clients' best interests first. Our unwavering dedication to this principle is based upon our core values of integrity, trust, competence, honor and teamwork. Company Specialties: •Financial Planning and Consultation •Retirement Planning •Investment Planning/Portfolio Management •Executive Compensation Planning •Estate Planning •Life Insurance/Risk Management Investment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC. This material is not intended to replace the advice of a qualified legal professional. Before making any legal related commitment, consult with your attorney.
Read morePadilla & Associates Wealth Management Group is an independent wealth management and advisory firm committed to delivering professional and quality service to our clients. Our firm is unique in that we specialize in retirement planning for employees at AT&T, Valero, NuStar, and USAA, catering our services to their specific employee benefits packages and executive compensation plans . We offer a comprehensive range of investment products, financial resources, and wealth management services tailored to meet our client's needs. Culture & Core Values We adhere to a corporate culture that places an emphasis on maintaining the highest levels of integrity, trust, and professional and ethical standards. This culture is reflected in our firm commitment to always place our clients' best interests first. Our unwavering dedication to this principle is based upon our core values of integrity, trust, competence, honor and teamwork. Company Specialties: •Financial Planning and Consultation •Retirement Planning •Investment Planning/Portfolio Management •Executive Compensation Planning •Estate Planning •Life Insurance/Risk Management Investment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC. This material is not intended to replace the advice of a qualified legal professional. Before making any legal related commitment, consult with your attorney.
Read moreCountry
State
Texas
City (Headquarters)
San Antonio
Employees
1-10
Founded
2006
Estimated Revenue
$1,000,000 to $5,000,000
Social
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President and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****
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