Our consultants act as “True Consultants” and we genuinely care about the needs of all of our clients and staff. We have taken the meaning of service to another level by offering our clients only the most exceptional and memorable service and strive to make every new year at Independent Wealth Consultants better than the last.
With each addition to our team, we look for the best and most talented individuals who bring their unique strengths that will enhance our client’s experience. Together as a team Independent Wealth Consultants will continue to thrive in this ever changing market. We plan to stand the test of time and to make a mark on the financial services industry starting right here in South Texas*.
Independent Wealth Consultants is a member in good standing of both the Edinburg Chamber of Commerce and the RGV Hispanic Chamber of Commerce. Independent Wealth Consultants also supports local charities and sponsors many reputable causes.
*Independent Wealth Consultants operates out of Edinburg, Texas, and consultants are registered to serve the entire state of Texas.
President, Wealth Consultant
Senior Wealth Consultant
Executive Vice President, Wealth Consultant
Wealth Consultant, Business Development Coordinator
Client Service Administrator
Business Development Coordinator
Executive Vice President, Wealth Consultant in California
Operations Manager in California
Chief Compliance Officer