Wela Financial Advisory

Wela Financial Advisory is a registered investment advisor located in San Antonio, Texas, originally established in 1995. The firm offers proactive investment management and financial planning services to help clients build, manage, and preserve wealth. Wela Financial Advisory builds personalized portfolios through a multi-fund manager approach, taking into account each client's financial condition, risk tolerance, and time horizon. In addition to ongoing portfolio management and discretionary trading, the firm provides one-time financial planning and comprehensive financial planning memberships. These planning services cover essential areas such as retirement income strategies, asset allocation reviews, tax planning, estate planning, and insurance needs. Wela Financial Advisory primarily serves individuals, families, and businesses seeking personalized guidance for their financial goals.