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.

Happy Birthday, Mark. Enjoy the day!
09/17/2025

Happy Birthday, Mark. Enjoy the day!

12/07/2024

On this December 7th, let us remember all of those that were at Pearl Harbor that tragic day! God bless all of our troops, past and present, and never forget all those, along with their families, that give so much!

Happy birthday to the person that makes everything run smooth at the office. Truly SI Wealth Management’s number 1!! Ha...
08/16/2024

Happy birthday to the person that makes everything run smooth at the office. Truly SI Wealth Management’s number 1!! Happy birthday and thank you for all you do, Dawn!

We are a proud sponsor of the Optimist Club Duck Derby Event this Saturday, May 4th. Come out to Ladybird Park. This eve...
05/02/2024

We are a proud sponsor of the Optimist Club Duck Derby Event this Saturday, May 4th. Come out to Ladybird Park. This event is for the entire community to celebrate our youth. Please plan to come out and spend some time together.

9-10 am T-Ball games on all three fields
10-11 am T-Ball games on all three fields
12:30 pm - Duck Derby Event

Come out and watch the ducks race. There will be bouncy castles and games for all kids. Tickets for the derby will be sold there or you can purchase them from any t-ball player or call our office at (830)992-3464 and we will get you taken care of.

See the Optimist Club website for more details. https://fredericksburgtxoptimist.org/activities-%26-events/f/duck-derby-fundraiser

The Duck Derby will be held again in 2024 on Saturday May 4th at Lady Bird Park. DUCKS ARE ON SALE NOW FOR $10.00 ea. This annual derby will kick off our T-Ball season as well. Follow our Facebook and stay in touch close...

05/02/2024
05/01/2024

Come out, celebrate and support the FHS athletes of our community this week.

Baseball - Bi-District Play vs. Navarro
Thursday game at home at 7pm
Friday game at Navarro at 7pm

Softball - Area Play vs. El Campo
Friday Game 1 at Marion HS at 5pm
Saturday Game 2 at Marion HS at 1pm

Track - State Meet Thursday in Austin https://www.uiltexas.org/track-field/state

Golf - Congratulations to the boys who competed this week and good luck next week girls!

https://www.fisd.org/our-district/departments/athletics

Athletics - Fredericksburg ISD

Great supporting the St. Mary’s Athletic Department. Very neat to have 4 father-son combinations in our group.
04/30/2024

Great supporting the St. Mary’s Athletic Department. Very neat to have 4 father-son combinations in our group.

What a fun evening.
04/26/2024

What a fun evening.

Thank you to all those that came out to the annual SI Wealth Management Client Appreciation Shrimp Boil last week! It wa...
04/26/2024

Thank you to all those that came out to the annual SI Wealth Management Client Appreciation Shrimp Boil last week! It was great to see so many of you and be able to enjoy a relaxed evening together. More pictures to come.

Proud to have some friends and even my parents join us to supportSt. Mary’s at their Legacy Gala.I am sorry I did not ge...
01/29/2024

Proud to have some friends and even my parents join us to support
St. Mary’s at their Legacy Gala.

I am sorry I did not get a picture of
everyone that was at the other table but thank you for joining us!

Great events to watch if you can’t be there.
08/25/2023

Great events to watch if you can’t be there.

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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