MAKERS Wealth Management

MAKERS Wealth Management Who is a Maker? You are. If you lead a family, a company, or a non-profit (or aspire to), then you are a Maker. If you are always learning, you are a Maker.

MAKERS Wealth Management is a Texas-based, full-service financial advisory firm dedicated to helping clients navigate life's financial decisions with clarity and confidence. If you practice delegation because you like hiring experts to assist you, you are a Maker. If you are strong enough to admit what you don’t know and open enough to learn, you are a Maker. If you are hardworking, striving for s

uccess as you define it, you are a Maker. If you are filled with the desire to leave the world better because you were here, you are a Maker. If you believe making no decision IS a decision, you are a Maker. We are too. We develop a custom plan for each client, so there’s no “cookie cutter” approach. We provide advice for all major financial decisions you will encounter.

The wealth gap between single and married parents is likely far wider than most people assume, and the differences have ...
09/08/2026

The wealth gap between single and married parents is likely far wider than most people assume, and the differences have more to do with age than the number of kids.



The typical married couple with one or two kids is worth $270,000—but lose a partner, and that figure drops dramatically. Here’s what the Fed’s data reveals about how children and family structure reshape a family’s net worth.

When it comes to paying for long-term care — potentially one of the biggest costs in retirement — 39% of middle-class ho...
09/07/2026

When it comes to paying for long-term care — potentially one of the biggest costs in retirement — 39% of middle-class households expect to turn to Medicare. But here's what you need to know.



Individuals may generally use Medicaid, insurance or their own funds to pay for long-term care in retirement. Here's what experts say about those choices.

The IRS has updated its FAQs about the “no tax on overtime” rules. If your pay includes compensation for overtime, here'...
09/03/2026

The IRS has updated its FAQs about the “no tax on overtime” rules. If your pay includes compensation for overtime, here's what you need to know.



Taxpayers who were unsure whether they qualified or how much they could claim will likely have an easier time when they file their 2026 tax returns, experts say.

Big life transitions -- job changes, inheritances, loss of a spouse, major moves -- present lots of challenges and also ...
08/31/2026

Big life transitions -- job changes, inheritances, loss of a spouse, major moves -- present lots of challenges and also the possibility of financial missteps. If you or a loved one or friend are facing big changes, let's talk.



MAKERS Wealth Management in San Antonio, TX, offers expert financial planning, investment advisory, and wealth management services to help you achieve your financial goals.

Address

200 E Grayson Street
San Antonio, TX
78215

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12108644899

Website

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