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MAKERS Wealth Management - Financial Advisory Firm

Our Commitment to Communication

MAKERS Wealth Management strives to empower you by providing timely communication that keeps you educated and up-to-date about your financial picture. When you partner with MAKERS, you can expect:

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  • Trimester meetings to review accounts

  • Three or more Zoom seminars each year with guest speakers who share insights into the market and current events affecting your financial health

  • News MAKERS quarterly newsletter and timely emails with market highlights and a calendar of events

  • Two or more special gatherings throughout the year (Savvy Women, Smart Investors Seminar)

  • Topic-specific articles and current resources on the MAKERS webpage

  • MAKERS relevant posts on Facebook, Instagram, Linkedin, and Twitter

  • Video market updates (“Money with Murphy”)

  • Speak-text service to keep lines of communication open with our office

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At MAKERS Wealth Management, our commitment to your financial success is our top priority. We understand the importance of timely communication and accessibility, ensuring that you always have the support and resources you need to make informed decisions.

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Whether you prefer in-person meetings, Zoom consultations, or a quick phone call, our team is dedicated to providing personalized, responsive service tailored to your unique financial goals. Reach out to us anytime via phone, text, or email, and we'll be ready to assist you.

Makers Wealth Management - Investment Management Services

The Pearl

200 East Grayson Street

Suite 210

San Antonio, TX 78215

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Makers Wealth Management and any other entity listed herein are not affiliated with Kestra IS or Kestra AS.

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

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Broker Dealer Recruitment Disclosure  |  Form CRS

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