Tailored Wealth Management
Your choice for Financial Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
We here at Guadalupe Investment & Insurance Services and HBW Advisory Services LLC are an independent fee-based fiduciary firm. We have a fiduciary responsibility in everything we do. We are, however, commissioned with most of our insurance products. That’s just how the insurance industry works and anyone saying different is not being honest.
With more than 25 years of experience, we have not only the experience and training but the knowledge and backing to address most financial concerns you might have. Life insurance, Long Term Care, and Disability insurance can protect you from unforeseen and unexpected events. Our investment advisory services help plan for the longevity of your life. We believe in opportunistic growth with limited risk, protection of principal and liquidity of assets. We understand how important income needs and risk mitigation is in retirement. We provide solutions for protecting wealth over generations.
We work with individuals and families. We assist businesses in setting up 401K plans and succession planning. We help families protect their estates and grow their wealth for future generations. We work with federal employees and help with the understanding of their benefits packages. We are not all things to all people but there’s really not much we cannot do. We love what we do and we are here to make a difference!
Independent, non-biased fiduciary advice is what we are all about.