Jesse A. Garza

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.”