Capital Alliance

Partners Wealth Management is a trusted finance and financial advising firm serving San Antonio, TX, dedicated to helping individuals and businesses achieve their financial goals. As experienced financial planners, they offer comprehensive investment services tailored to meet diverse client needs. Their expert team specializes in retirement planning, ensuring clients can enjoy a secure financial future. They provide sophisticated investment and wealth management solutions, along with detailed financial planning services designed to maximize growth and protect assets. Partners Wealth Management excels in executive compensation strategies and succession planning, making them an ideal partner for business owners and corporate executives.

Founded in 2006 by CEO and President, Dion R. Padilla, our firm was established to serve as a truly independent advisory firm. One that serves a specific group of clientele – Fortune 500 corporate executives, mid-level employees, and high-net-worth families. We realized that our clients were looking for a variety of solutions to their wealth management needs so we set out to build a practice free from conflict, high fees, and in-house products, typically found at wirehouses. We specialize in retirement planning for employees of San Antonio’s most prominent corporations including AT&T, Valero, NuStar, USAA, Whataburger, HOLT Caterpillar, Biodynamic Research Corporation, and more.

Welcome to Merrill Lynch in San Antonio, TX. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.