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Norbert G

Series 63

San Antonio, TX

Wealth Management

Norbert Gonzales Jr. is a financial advisor with Wealth Management, LLC in San Antonio, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Wealth Management since 2007 and also operates his own CPA and business legal services firm. Gonzales serves on the boards of several local nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC advises individuals and high-net-worth clients, as well as institutional clients such as defined contribution plan sponsors and municipal entities. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and back-office support for other advisors.

Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities General tax planning Founder/Business Owner
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