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jgarza@thewealthadvisoryfirm.com
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Firm History

At our firm, we have the client—and only the client—in mind.

Our reasons for establishing The Wealth Advisory Firm are deeply personal. We witnessed individuals struggling to find the adequate assistance they required to map out their financial future or preserve their wealth.
 
As Fiduciary, we are confident that with our understanding of personal finance, coupled with our extensive training, we can position our clients to better prepare for their future and pass on their wealth. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
 
We have a deep commitment to acting entirely in the best interest of our clients.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a comprehensive approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
 
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jesse A. Garza

President & Registered Principal

210-824-5665

210-824-5649

jgarza@thewealthadvisoryfirm.com

Founded in 2001, The Wealth Advisory Firm is a Money Management Firm with locations in San Antonio & Chicago. Jesse A. Garza, President & Registered Principal, is married with three sons and is a native of Corpus Christi.

No stranger to adversity, Jesse started his firm at the age of 30 one week prior to 9/11 which shook the core of the financial industry & the heart of all Americans. Aside from his strong work ethic and tenacity, Jesse’s understanding of the financial markets & passion for his trade has led to his firm’s organic growth. A graduate of economics from Texas A&M, Jesse reads extensively & credits his 25 years of industry experience with identifying the subtle yet critical nuances of the Stock & Bond Markets.

Strategically managing & protecting a client’s wealth over a lifetime is complex; therefore, The Wealth Advisory Firm is committed to imparting Prudent Investment Knowledge while providing Unparalleled Service. Today, The Wealth Advisory Firm prides itself with nurturing & managing many of the firm’s client relationships dating back, over 20 years, to his days as a Financial Adviser with Smith Barney in the mid 90’s.

Jesse’s favorite pastime without hesitation is traveling with family. To this end, the firm’s clients are encouraged to focus on an Accumulation of Meaningful Moments rather than on an Accumulation of Material Possessions. “Although Investing is important, Live Life to the Fullest, Surround yourself with Genuine People & Give Back of your Time & Wealth to Worthwhile Causes.”

Personalized Attention

Personalized Attention

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.

Our firm has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.