We specialize in comprehensive financial planning & investment strategies for busy professionals and retirees.
We help you save time, reduce financial stress, achieve financial freedom faster and ultimately have a secure retirement.
We intentionally limit the number of clients we work with to make sure that our clients receive the highest level of service. This gives us the ability to know our client's situation extremely well and to be available for our clients when they need us the most.
We are fee-only, which simply means that we are paid directly by our clients and do not receive a commission or fee from a third party. We are also fiduciaries, meaning that we are legally obligated to do what is in our client's best interest.
Our commitment is to truly listen to you, understand your situation, and help you navigate the ever-changing financial landscape so that you may live your best life.
We are based in New Braunfels, TX but serve clients from coast to coast by utilizing web-based technology such as Zoom, so you can work with us regardless of your location and can meet with us from the comfort of your home or office.
If you made it this far you should go ahead and schedule a complimentary consultation.
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
CWM ADV 2A
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892396/paladinregistry-Comal-Wealth-Management-detailed-disclosure.html
Comal Wealth Management LLC ("CWM") is an Investment Adviser registered with the State of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Past performance is no guarantee of future results.