Stephen Wade

President / Investment Manager

Phone: (830) 992-3056




Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you achieve your goals and avoiding costly mistakes that can affect your future.

As an independent advisor, I am committed to helping clients just like you work towards their financial goals. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that strives to carefully balance investment strategies with preserving principal.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and position their portfolios to work towards capturing those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I look forward to speaking with you.