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Garcia Wealth Management Group.Garcia Wealth Management Group.
  • Home
  • Our Firm
    • About Us
    • Our Philosophy
    • The Value of Independence
    • Our Team
    • Community Outreach
  • Services
    • Financial Planning
    • Employer Sponsored Plans
    • Endowments
  • Insights
    • Wealth Management Library
    • Market Commentary
    • Employer Sponsored Retirement Plan Library
  • Security
  • Contact
    • Contact Us
    • Careers

We are invested
in your future.
If you take your finances seriously
and are looking for an experienced,
resourceful team of professionals,
then we should talk.
LEARN MORE >
We are invested in your future. LEARN MORE >

At Garcia Wealth Management Group, we believe and implement the fundamentals of holistic financial planning. We begin by forming genuine partnerships with our clients, built on trust and understanding.

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PRIVACY POLICY >

 We take into account what really matters.

Comprehensive Financial Planning

We believe that comprehensive financial planning is essential in helping you determine how you can accomplish all your life’s goals. Click below to learn more about our dynamic process.

Financial Planning >

Corporate Retirement

Managing your employer-sponsored retirement plan is often time-consuming and can be a huge burden. Read about how we can help take some of this responsibility off of you.

Corporate Retirement >

Endowments

We have extensive experience working with endowment funds and take pride in our ability to help non-profit organizations manage their investment portfolios.

Endowments >

© 2021 · Garcia Wealth Management Group  ·  A Registered Investment Advisor.

Garcia Wealth Management Group Inc, is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Garcia Wealth Management Group throughout this website has provided links to various other websites. While Garcia Wealth Management Group believes this information to be current and valuable to its clients, Garcia Wealth Management Group provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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