Services

We’re more than your investment manager
we are the champion of your personal ambitions and professional milestones

We understand that every client and family is different. Unique in their own way. We believe in designing a plan that will best meet your needs based on your stage in life and economic footing – both personally and professionally. At Padilla Wealth Management, our experienced team works side-by-side with you and your family to create an actionable financial plan that reflects the values, goals, ambitions, and wishes you have established.  

“Wealth is the ability to fully experience life.”
-- Henry David Thoreau

What We Do
Comprehensive Wealth Management Services

We offer a wide range of client offerings that derive from a goals-based, comprehensive approach to financial planning. This collective offering of services is utilized to develop a detailed financial plan that aligns more closely with your personal values, dreams, and ambitions. In turn, we structure an investment strategy for each goal, prioritize each goal you’ve set, implement the strategy, monitor its progress, and make adjustments accordingly.

Financial Planning and Consultation
Retirement
Planning
Investment Planning/Portfolio Management
Executive Compensation Planning
Estate
Planning
Life Insurance/
Risk Management
OUR CLIENTS

We've built our solid reputation on trust and expertise. Our clientele is a mixture of Fortune 500 executives, mid-level employees, and wealthy families who appreciate the value of advice and understand the advantages in working with an advisory firm that specializes in their unique needs.

CORPORATE EXECUTIVES

As an executive, understanding your company’s benefits package is vital to your overall financial success. At Padilla Wealth Management, we understand the complexities these incentives present and assist with navigating through your options in order to help you make a more informed decision. Our deep knowledge of various corporations’ compensation structures enables us to advise C-level employees on how to best utilize their benefits. We create a strategic plan designed to maximize the value of your company-provided compensation and benefits, including:

  • Life insurance
  • 401(k) & pension plans
  • Stock options
  • Restricted stock
  • Deferred compensation

MID-LEVEL EMPLOYEES

Employees who are in the early to mid-stages of their career with high income but minimal investable assets, outside of their employer-sponsored plan, are in the “wealth accumulation” phase of their lives. Our firm realizes that these employees face challenges in getting access to advice and wealth management services. We provide consultation, education, and the ability to utilize our “Plan Confidence” program on a customizable, subscription fee platform that fits within your budget. Our program can assist with specific needs such as:

  • Financial planning
  • Maximizing savings
  • Understanding workplace benefits packages/401(k) plans
  • Debt management
  • Insurance analysis

WEALTHY FAMILIES

High-Net-Worth (HNW) families want guidance and advice to maintain long-term, multi-generational success. In collaboration with other professionals, we gain a thorough understanding of your family’s dynamics. We identify and address the challenges, concerns, and complexities you face – i.e. tax mitigation, philanthropy, creating a legacy. Our firm's access to an array of HNW client services enables us to meet your family's complex needs. We develop a comprehensive plan that incorporates a multitude of strategies which include:

  • Wealth management
  • Investment advice
  • Life insurance planning
  • Estate planning
  • Tax planning
  • Retirement planning