Place Category: Wealth Management
WELCOME
At Garcia Family Wealth Management, we are a dynamic team of wealth management professionals who combine our talents to deliver an exceptional level of service to affluent families, individuals and organizations. By adding our insight, experience and proprietary investment process to the vast resources of Morgan Stanley, we help families like yours address every aspect of their financial lives. Providing access to cutting-edge risk technology and sophisticated capabilities, we work to help you define and reach clear goals — Protecting the wealth you worked a lifetime to create, educating your children and grandchildren, sustaining your lifestyle through retirement and transferring wealth efficiently to the people and organizations that have added meaning to your life. We look forward to learning more about you, your family and your goals, and discussing how we can help you live the life you want to live.
Services Include
- Financial Planning
- Wealth Management
- Municipal Bonds
- Retirement Planning
- Investment Strategies for Family Offices
- Estate Planning Strategies
- 401(k) Rollovers
- Annuities
- Alternative Investments
- Lending Products
- Endowments and Foundations
- Divorce Financial Analysis
- Life Insurance
- Trust Account
- Structured Products
- Business Planning
Loading...
No Records Found
Sorry, no records were found. Please adjust your search criteria and try again.
Maps failed to load
Sorry, unable to load the Maps API.