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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



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 223-8700