Neoni Wealth Strategies is a financial advisory firm based in Corpus Christi, Texas. The firm describes itself as a boutique wealth management practice focused on building long-term, trusted relationships with its clients. Their mission is to provide personalized and objective financial guidance to help individuals, families, and business owners achieve their financial goals. They offer a range of services including investment management, retirement planning, estate planning, and insurance solutions. The firm's advisors are affiliated with Osaic Wealth, Inc., a major independent broker-dealer in the United States.

Founded in

United States