Financial Planning, Investing, Wealth Management, Financial Services

Where do you want to go? We'll get there, together.

Welcome, I’m Tommy Pietsch, a wealth advisor in Shiner, Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services, actually over 25 years. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (361) 594-2530.

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions.

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Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Extensive Resources

Want to learn more about retirement, Social Security, or estate strategies?

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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