Retirement Income Planning & Investment Management in Texas

Creating bespoke investment strategies to grow and protect your wealth

Wealth Solutions helps high-net-worth families in Austin, Houston, Dallas, San Antonio, and Corpus Christi align investments and retirement income with a fiduciary advisor who delivers exclusive strategies and concierge care.

Retirement Income Planning & Investment Management in Texas

Creating bespoke investment strategies to grow and protect your wealth

Wealth Solutions helps high-net-worth families in Austin, Houston, Dallas, San Antonio, and Corpus Christi align investments and retirement income with a fiduciary advisor who delivers exclusive strategies and concierge care.

Retirement Income Planning & Investment Management in Texas

Retirement income planning and investment management in San Antonio

Wealth Solutions serves families in Alamo Heights, Stone Oak, The Dominion, and near La Cantera with fiduciary guidance that aligns investments and retirement income.

Clarity you can track

How we manage your portfolio

At Wealth Solutions, we focus on a repeatable investment process rather than headlines. Portfolios are constructed with care, monitored daily, and adjusted with intention to align with each client’s goals and risk tolerance. Our client-only strategies reflect independent research and hands-on oversight, and every decision is explained in plain language during reviews. You see progress through clear reporting and a secure portal, and you always know why we are positioned the way we are.

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Schedule your free intro call today.

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Concierge service for Bexar County retirees

Why Choose Wealth Solutions

San Antonio retirees choose us for:

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Customized Solutions

Managed in-house for opportunity and control.

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Concierge family-office service

That coordinates with with your CPA and attorneys.

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24/7 cybersecurity protection

With monitoring and client education.

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Fiduciary experience

From an independent RICP® professional with decades of experience.

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Transparency

Clear communication and durable client relationships.

Understand how our approach blends investment management with retirement income planning to address pensions, military benefits, and small-business ownership common around San Antonio.

From the Pearl to the Hill Country

Comprehensive Services for San Antonio

We align your portfolio, income plan, and protection strategies so decisions stay clear and your plan stays on track.

  • Investment Management: Active oversight and disciplined allocation to pursue risk-adjusted returns, tied together with comprehensive financial planning for tax and estate coordination.
  • Retirement Income Planning: Consistent income with tax-aware withdrawals and timing decisions.
  • Comprehensive Financial Planning: Integrated guidance on taxes, insurance, estate considerations, and liquidity.

Our team is here to listen, guide, and support—without pressure or confusion.

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Testimonials

What our customers have to say...

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Jane Faber, Texas

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Jane Faber, Texas

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Jane Faber, Texas

Testimonials

What our customers have to say...

google REVIEWS

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Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly.  Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly. 

Oliver K.

Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly.  Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly. 

Sara J.

Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly.  Jon fixed some lighting issues that I couldn't handle on my own. He was professional, courteous and worked quickly. 

Mike T.

FACEBOOK REVIEWS

Five black stars in a row.

Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again. Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again.

Shannon W.

Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again. Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again.

Jane D.

Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again. Adam showed up on time, did the job quickly, and was polite and professional. Would definitely use again.

Lukas A.

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Resources for a More Confident Financial Future

Questions We Hear Most Often

Clear answers to common client concerns

  • Do I need to file a U.S. tax return if I’m not a citizen?

    Yes, in many cases, non-U.S. citizens are still required to file a U.S. tax return. If you earned income from a U.S. source, worked under a visa, or own property or investments in the U.S., you may need to file Form 1040-NR or a dual-status return. MABE can help you determine your filing requirements and make sure everything is submitted accurately. We specialize in international tax consulting for non-residents, new immigrants, and foreign investors.

  • Can you help me with bookkeeping if my business is outside the U.S.?

    Yes. We work with business owners and entrepreneurs in many countries who are operating—or planning to operate—in the United States. Whether you’re based in Latin America, Europe, or elsewhere, we provide bookkeeping services that align with U.S. standards and support your global operations. We’ll also help ensure your business complies with any U.S. financial reporting requirements.

  • What makes your CPA firm different from others?

    We focus on more than just numbers—we help clients understand the “why” behind every financial decision. Our team offers bilingual tax consulting in English and Spanish (with Italian support coming soon) and has decades of experience serving international clients with cross-border needs. Clients choose MABE because we listen first, explain clearly, and build relationships that last. We’re not here to sell—we’re here to help you make informed, confident decisions.

  • What kind of tax planning do you offer?

    We offer both personal and business tax consulting designed to minimize risk and optimize your financial outcomes. This includes pre-immigration tax strategy, entity structuring for new businesses, and year-round guidance to help reduce liabilities. Our team helps clients avoid common mistakes that lead to penalties or missed opportunities. Whether you’re an individual or an international investor, we’ll build a strategy around your goals.

  • Do I have to use QuickBooks to work with you?

    Not at all. While we do offer QuickBooks consulting for clients who already use it or want to get started, we also work with a variety of accounting tools and systems. Our priority is to meet you where you are and make your financial processes more efficient. If you’re not sure what platform is right for you, we can help you choose and set it up correctly from the start.