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S TA B I L I T Y
S O L I D F O U N DAT I O N
“Your Solution to the Retirement Puzzle”
210.223.8700
fax 210.223.8707
COMMITMENT
TRUSTWORTHY
9901 IH-10W • Suite 450
San Antonio • Texas • 78230
www.padillawealthmanagement.com
C U S TO M E R S E RV I C E
HONORABLE
Securities and advisory services offered through
NEXT Financial Group, Inc. Member FINRA/SIPC.
Padilla & Associates Wealth Management Group is
not an affiliate of NEXT Financial Group, Inc.
This material is not intended to replace the advice of a qualified tax professional.
Before making any financial commitment consult with your tax advisor.
“Your Solution to the Retirement Puzzle”
PADILLA & ASSOCIATES Wealth Management Group
PADILLA & ASSOCIATES Wealth Management Group
Peace of Mind Made possible with
PA D I L L A & A S S O C I AT E S We a l t h M a n a g e m e n t G r o u p
We are an independent wealth management and financial planning firm
committed to delivering professional and quality service to our clients.
At the heart of our core values is a commitment to give you
a level of personal attention and professional excellence
that will build your trust in us for a lifetime.
WHAT IS WEALTH MANAGEMENT?
For people who already have achieved a
high net worth, we offer our Wealth
Management service. It is an advanced
investment advisory discipline that
incorporates financial planning and
specialist financial services, including
tailored retail banking services, estate
planning, legal resources, taxation
advice and investment management.
OUR PLANNING PROCESS
At Padilla & Associates WMG, we take
the stress out of retirement planning by a
process that is as simple as it is thorough.
We work with you to determine your
retirement goals, your financial picture
and your level of risk tolerance. Then we
develop and implement a long-term investment
strategy customized solely for you. We monitor your
portfolio’s performance daily, and we schedule regular
reviews with you to discuss any refinements necessary to
keep your portfolio on track.
OUR INVESTMENT PHILOSOPHY
Our emphasis is on excellence, integrity and the highest ethical
standards. We understand that each client is a unique
individual with unique needs. To accommodate those
needs, we have access to a diverse array of premier
investment and money management platforms
that allow us to develop and maintain customized
model portfolios. And all of our investment
solutions are thoroughly investigated,
prudently invested, risk-managed and
focused on generating more, tax-efficient,
long-term returns.
OUR SERVICES
We offer a wide range of high quality
resources, ensuring you a strategy that
is tailored to meet your specific financial
goals and objectives. The financial
planning services we offer include:
• Retirement Planning
• Investment Management
• Wealth Management
• Stock Option Planning
• College Planning
• Estate Planning
• Life Insurance
A Message from D. R. Padilla
"Our firm was built upon a strong belief to
deliver sound investment advice with a
personal touch. We pride ourselves on our
ability to accommodate all your unique
investment needs. Maximizing your full financial potential and surpassing your expectations of what an independent wealth
management company can do for you.
That is my promise to you."
Sincerely,
Dion R. Padilla
President and Managing Director
We know that the client is the cornerstone of our wealth
preservation and growth process. That is why our experts work to
structure your portfolio around your unique needs and objectives. At Padilla
& Associates WMG, we want to be your trusted wealth managers for life.
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