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Let's Get Started!

1

Discovery Consultation

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​The purpose of this meeting is to determine if we are a good fit for each other. We look for the potential for strong, collaborative relationships with our clients. We’ll give you an overview of how we will work together, and we’ll learn more about you and your needs.

2

The Onboarding Kick-Off

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This begins your journey with MAKERS Wealth Management. We are here to support you as you navigate significant financial decisions and to empower you to take control of your financial future. We’ll gather the necessary information to open your accounts and get started realizing your goals.

3

Launch

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Your accounts have been opened, you are able to login to our portal to see your accounts. Your on your way to reaching your goals. We will set up our periodic reviews and establish our communication links by text and email.

Makers Wealth Management - Investment Management Services

The Pearl

200 East Grayson Street

Suite 210

San Antonio, TX 78215

(210) 864-4899

info@makerswm.com

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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