At SATX Wealth Management LLC we provide independent and individualized investment counseling, focusing on helping our clients make informed decisions regarding Wealth Management.
Our Services Include
Assistance in reviewing current investment profile and personal circumstance
Prepare analysis of each clients financial situation and goals
Provide clients with asset allocation services designed to create diversifies portfolios among mutual funds and independent money managers.
Create an Investment Policy Statement
Recommend and implement an investment strategy with appropriate portfolio of investments.
SATX Wealth Management LLC is a separate entity affiliated with Williams, Crow, Mask, LLP. Wealth Management is a Registered Investment Advisor with the State of Texas. Registration does not imply a certain level of skill or training.
In order to provide the most independent advice possible, we are a fee only service provider.
All investment advice is offered through SATX Wealth Management LLC
SATX WEALTH MANAGEMENT LLC IS A REGISTERED INVESTMENT ADVISOR. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED ON THIS SITE.