Meet Bert Garza
Bert Garza is the Founder and President of Wealth Management Group of South Texas. and independent financial services company based in south Texas. He has more than 23 years of experience in the insurance and investment related industry helping hundreds of clients (Business Professionals, Business Owners, Doctors, Attorneys, and Educators) achieve financial and retirement security.
Bert and his team of professionals are not just experience and knowledgeable about investments and finances; they understand the importance of priorities, family and confidence in your financial future. It is our responsibility to evaluate and asses your financial situation and make suitable recommendations with integrity and transparency.
Bert’s personal appointments, seminars, and luncheons are specially geared toward educating people on planning strategies and how to make a successful transition into retirement.
Since the beginning of his career, Bert has designed and implemented several strategies that provide his clients with reassurance during times of market corrections and or/recessions. With his years of experience working side by side with some of the best estate attorneys and financial marketing organizations, Bert has extensive experience helping retirees grow and pass their estates efficiently. Other financial facets he practices is by introducing them to proven strategies using 21st century products and planning to provide a predictable consistent stream of income throughout their retirement.
Bert was born and raised in South Texas by hardworking parents that believed family, church, and education were the key to personal and financial freedom. He is the loving father of 6 children and enjoys spending his free time with them in their numerous music and athletic activities. When he has time to himself you can find him shooting for birdie out on the Golf Course.