GATA Wealth Management, fiercely independent, protecting your right to choose....
GATA Wealth Management is a San Antonio company specializing in Financial Planning and Wealth Management.
GATA represents our values. We strive to place our clients’ Goals above everything else; we assist our clients in reaching those goals with financial Advice, through Teaching about financial planning and by Advocating for our clients and their families.
We are proud to announce that we recently joined the WorryFree Retirement® Network, in order to better serve our clients. As a member of this network, we specialize in using a unique 5-step process, to help Savers worry less about their money. Curious if GATA might be a good fit for you? Take the 3 Personalities of Money® test, and find out if you might be a Saver too.