Broker Check

3424 Paesanos Pkwy
Suite 203
San Antonio, TX 78231

Wesley Whitehead

(210) 764-6192

 

Products & Services

We provide assistance in the following areas:

Investments

  • Stocks
  • Corporate Bonds
  • Municipal Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Closed End Funds (CEF's)
  • Unit Investment Trust's (UIT's)
  • Business Development Companies (BDC's)
  • Real Estate Investment Trust's (REIT's)
  • Private Equity Funds
  • Hedge Funds
  • Variable Annuities
  • Indexed Annuities
  • Fixed Annuities
  • Structured Notes
  • Structured CD's

Account Types

  • Brokerage
  • Fee Based
  • IRA's Roth/Traditional
  • Simple IRA's
  • SEP IRA's
  • 401k's
  • 529 College Plans
  • Trust Services

Insurance

  • Life Insurance
  • Long-Term-Care Insurance

Portfolio Review & Risk Assessment