SI Wealth Management

SI Wealth Management "We believe a handshake and a look in the eye should still mean something." The SIWM philosophy is simple. We have advisors for all levels of investors.

We are an independent firm that strives to work with quality people and create strategies to meet their individual and family's needs. While we might not be able to control things outside of our office, we can attempt to make our office environment and experience great by working with the types of people that share our morals and beliefs. We focus on finding quality clients that want to work with

quality advisors. Our team is made up of advisors and staff in Fredericksburg, along with our processing team, in the San Antonio office. There is an old saying that typically “good people run with good people.” We believe this and through referrals from existing clients we have created an office with large assets under management. Along with the help of high-net-worth money managers, we create customized portfolios for individual needs. As an independent firm, we work with multiple investment, life insurance, disability, long-term care, and annuity companies to meet the needs of our clients. Give us a call to set a no-obligation appointment to see if SI Wealth Management is a good fit for your needs.

07/17/2026

If you're attending Coaching School this year in Houston, we'd love for you to join SI Wealth Management for our presentation.
We'll be discussing financial strategies specifically for Texas educators, coaches, and administrators, including TRS retirement planning, investment considerations, retirement income, and other topics that can help you make informed financial decisions.
Presentation Details
📅 Date: July 19th
🕒 Time: 11:00 - 12:00 pm
📍 Location: Room 350 DEF
Please feel free to invite a colleague or friend who may benefit from the session. We'd enjoy the opportunity to visit with you and answer your questions.

Address

Fredericksburg, TX

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18309923464

Website

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