MAKERS Wealth Management

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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 success 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.

More than a quarter of new-car buyers who financed their purchase in the third quarter took out loans of 84 months or lo...
10/16/2026

More than a quarter of new-car buyers who financed their purchase in the third quarter took out loans of 84 months or longer, and despite stretching out their loans, buyers faced a record-high average monthly payment.



A record number of car buyers took out 84-month or longer loans in the third quarter, but rising amounts financed are pushing monthly payments to new highs.

It's getting close to Medicare enrollment season -- a good time to be aware that Medicare eligibility can make you a tar...
10/15/2026

It's getting close to Medicare enrollment season -- a good time to be aware that Medicare eligibility can make you a target for scams.



Protect yourself from Medicare scams. Learn how to spot fraud, keep your benefits safe, and report scammers before they harm you.

If you or loved ones are receiving Social Security, take note: the 2027 Cost of Living Adjustment (COLA) will be 3.7%.  ...
10/14/2026

If you or loved ones are receiving Social Security, take note: the 2027 Cost of Living Adjustment (COLA) will be 3.7%.



2026-10-14-Social Security beneficiaries will receive a 3.6% cost-of-living adjustment (COLA) in 2027, based on today’s inflation data.

It's time to be thinking about year-end giving ... new tax rules may affect your charitable donation decisions.
10/14/2026

It's time to be thinking about year-end giving ... new tax rules may affect your charitable donation decisions.



Top-ranked advisors from CNBC's Financial Advisor 100 list for 2026 share tax planning strategies for 2026.

U.S. mortgage rates rose for a seventh consecutive week, reaching their highest level in nearly three years.
10/13/2026

U.S. mortgage rates rose for a seventh consecutive week, reaching their highest level in nearly three years.



Mortgage rates rose for a seventh straight week, reaching their highest level since November 2023.

Public donation records can be combined with people-search and data broker profiles to reveal more about you ... Searchi...
10/12/2026

Public donation records can be combined with people-search and data broker profiles to reveal more about you ... Searching your own records can show you what strangers may already be able to find.



Political donations can expose your address, employer and giving history. See what strangers can find and how to reduce your exposure.

It's that time! FAFSA has rolled out a bit early this year, and here's why you should be applying for college aid now.  ...
10/09/2026

It's that time! FAFSA has rolled out a bit early this year, and here's why you should be applying for college aid now.



College-bound students and their families can now complete the 2027-28 Free Application for Federal Student Aid, or FAFSA.

If you've found yourself increasing what you spend on monthly subscriptions, you're not alone.
10/08/2026

If you've found yourself increasing what you spend on monthly subscriptions, you're not alone.



The growth in subscription spending outpaced overall spending growth, with younger generations driving much of the increase.

Americans are worried about the long-term viability of the safety net programs like Social Security and Medicare as they...
10/07/2026

Americans are worried about the long-term viability of the safety net programs like Social Security and Medicare as they contend with rising costs, according to a new survey.



Advisors' clients are worried about both short- and long-term costs and whether Social Security and Medicare will be there when they retire, a new survey finds.

Did you know that criminals can use stolen personal information to open new accounts in your name without even touching ...
10/06/2026

Did you know that criminals can use stolen personal information to open new accounts in your name without even touching the accounts you already use? Here's what to know.



Someone could open an account in your name without you knowing. Learn how to spot new-account fraud early and protect your identity.

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

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