Kelly Welker

Kelly Welker

Kelly Welker is the creator of Renaissance Wealth Management Group of Texas, a financial services business located in San Antonio. The company provides its customers with a variety of financial services and advice. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.

Market Pulse Wealth Management

Market Pulse Wealth Management is led by Registered Representative Kristopher Lindley. The company provides securities and advisory services to clients, and is committed to offering excellent advice and service. This is done through LPL Financial, a Registered Investment Advisor and member of SIPC (www.sipc.org). Market Pulse Wealth Management serves clients in Arizona, California, Colorado, District of Columbia, Florida, Illinois, Kansas, Maryland, Michigan, Minnesota, Missouri, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington and Wisconsin. The team of professionals at Market Pulse Wealth Management strive to provide personalized service tailored to each individual’s needs. They are dedicated to helping clients with financial planning, investment management, retirement planning, and more. Through their experience and knowledge, they help clients make informed decisions for their financial future.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Blue Pacific Wealth Management

Blue Pacific Wealth Management, Inc. is a Financial Advisor based in Austin, Texas. Its principal, Bryan Bourgeois, focuses on aiding individuals and families to achieve the futures they desire through Financial Planning, Investment Advisory and Portfolio Management services.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

IBC Bank

IBC Bank's Dallas Maple Branch is an integral part of International Bancshares Corporation (IBOC). This financial holding company has a market capitalization of nearly $14.9 billion with 186 facilities and 280 ATMs serving 87 communities across Texas and Oklahoma. IBC Bank's mission is to promote the growth and success of their customers and the communities it serves, which is reflected in its slogan, We Do More. This year marks their 50th anniversary since opening its doors in 1966. Forbes ranked them 22nd in its list of 100 Best Banks in America in 2019, showcasing their commitment to excellence. This bank offers a variety of services such as personal banking, business banking, and investment banking. They also offer specialized services such as mortgage banking, wealth management, and treasury management services. Customers can access these services through their website or mobile app, as well as in-person at any of their branches. Their experienced team of professionals is dedicated to providing the highest quality of customer service combined with innovative and secure banking products.

Westlake Wealth Management

Westlake Wealth Management is a new financial planning firm in Roanoke, Texas. Founded by a team of highly motivated professionals, we are committed to providing unbiased financial advice that always puts our clients' interests first. Our team includes certified financial planners, MBA holders and experienced entrepreneurs who are passionate about helping people reach their financial goals for both the present and future. We provide education, insight and expertise to help our clients make informed financial decisions. We are dedicated to helping people secure a strong future for themselves and their families. With our hard work and guidance, you can trust that your nest egg will be protected and grow. Contact us today to find out more and book your free consultation.

Cathay Bank

Established in 1962, Cathay Bank is a subsidiary of Cathay General Bancorp and offers a wide range of financial services. The bank's branches are located across the United States and also in Hong Kong and Taiwan. In the U.S., there are 33 branches in California, 12 in New York, three in Illinois, three in Washington, two in Texas, one in Maryland, one in Massachusetts, one in Nevada, one in New Jersey and one in Hong Kong. A representative office is situated in Taipei and another in Shanghai. FDIC insurance coverage is limited to deposit accounts at the domestic branches in the U.S. Cathay Bank has established a strong presence in the U.S. and overseas, providing customers with a wide range of services. Customers can benefit from tailored banking solutions such as checking and savings accounts, loans, and wealth management advice. The bank also offers online and mobile banking services, allowing customers to manage their accounts wherever they are. Furthermore, Cathay Bank's team of experienced bankers is available to provide financial advice and guidance.

Whitestone Wealth Management Services

Whitestone Wealth Management Services provides comprehensive asset management services for individuals, 1031 exchanges, affluent families, trusts, and foundations in Central and South Texas. We specialize in helping clients reach their financial goals by creating tailored investment strategies that are tailored to their specific needs. Our experienced team of professionals is dedicated to helping our clients build, grow, and protect their financial future. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Smith Anglin Financial

Smith Anglin Financial is a Dallas, Texas based wealth management firm that has been providing financial stewardship since 1967. We manage over $1 billion in assets for clients across 46 states and abroad, helping them to achieve their financial goals, dreams and security. Our team offers an elevated standard of care, utilizing accounting, tax planning, and aviation retirement readiness to ensure our clients' financial wellbeing. Our team of experienced professionals has the knowledge and expertise to provide tailored advice and services to meet each client's needs. We strive to ensure our clients are able to secure their financial futures and enjoy the lives they have worked so hard to build.

Vogel Financial Advisors

Vogel Financial Advisors is a top-notch firm that has been recognized as "best of" in both of D Magazine's financial categories - Top Wealth Managers & Best Financial Planners. This accolade, alongside the honor of being named a Five Star Wealth Manager by Texas Monthly, places VFA in an elite group of advisory firms in the area. At VFA, clients can be sure that decisions are made based on the planning process and not influenced by financial products. With an affiliation to Vogel CPAs, a public accounting firm established in 1951, clients also have the option of receiving integrated tax services. VFA believes that simplicity is better than complexity. The best financial management comes from proven principles that are executed properly. Strategies that are too complicated are often expensive and poorly thought out. The firm has expertise in dealing with widows and creating income streams for retirement. It also has extensive experience working with clients from diverse backgrounds with various needs.

MidFirst Bank

MidFirst Bank is a large, privately owned bank in the United States that offers a comprehensive range of banking services such as personal banking, commercial lending, trust, wealth management, private banking, business banking and mortgage products. As a unique provider in the banking industry, MidFirst Bank provides customers with a tailored approach to banking. The bank has banking centers in Oklahoma, Arizona, Colorado and Texas, and its services are available on a national level. The team of experienced professionals at MidFirst Bank is dedicated to providing superior customer service and exceptional financial solutions to meet the needs of their customers. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

MidFirst Bank

MidFirst Bank is one of the largest privately-owned banks in the U.S., offering a wide range of banking services and products. From personal banking to commercial lending and private banking, MidFirst Bank offers customers a unique banking experience. The bank's locations in Oklahoma, Arizona, Colorado, and Texas provide customers with access to their services, as well as wealth management and trust services. Additionally, MidFirst Bank provides nationally extended commercial lending, wealth management, and private banking services to customers across the country. With its experienced staff, MidFirst Bank is dedicated to providing customers with quality service and tailored financial solutions. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.