New Location.
Same Team. Same Care.
Experience makes all the difference.
We are a team of experienced professionals providing comprehensive financial advice. We focus on providing you with premier customer service and extensive financial resources to assist you in reaching your personal and financial goals. We utilize a Comprehensive Wealth Management process through the following steps:
We will always act honestly, with integrity, and in your best interest. We will perform effectively and efficiently, such that you would be proud to recommend us to your family and friends.
1. Identify your goals and objectives
2. Carefully evaluate your current investments
3. Develop your wealth plan
4. Create and implement an appropriate asset allocation
5. Meet to review your investments
We will always act honestly, with integrity, and in your best interest. We will perform effectively and efficiently, such that you would be proud to recommend us to your family and friends.
We are pleased to announce that Bertain Escobar Wealth Management was recognized on the 2025 Forbes Best-in-State Wealth Management Teams List.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
