San Antonio, TX Office

Westpark Wealth Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and business entities. Services described in the brochure include portfolio management through wrap‑fee programs and third‑party money manager arrangements, as well as standalone financial planning billed on fixed or hourly bases.

The firm says it implements a range of strategies — long‑term and short‑term purchases, trading, option writing, and use of third‑party managers — and works with clients to define objectives and risk tolerance before recommending investments. The disclosure also notes that a significant portion of client assets is managed on a non‑discretionary basis, so many relationships involve client approval of trades rather than full discretionary authority.

The brochure discloses several operational affiliations and referral practices that distinguish Westpark from many peers: some associated persons are registered brokers with Calton & Associates, the firm has an insurance affiliate (IMS Insurance Agency) whose agents may sell insurance products to advisory clients, and Westpark clears through Hilltop Securities. The firm also discloses that it may recommend loan products through Advisor CredExchange and receive referral compensation, arrangements and affiliations that can affect how services are delivered compared with other multi‑team advisors.