Lopez Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm based in San Antonio, Texas. Operating as a fiduciary, the company is legally obligated to act in its clients' best interests. Its core mission is to build long-term client relationships by simplifying and organizing their financial lives through comprehensive services, including financial planning, investment management, and retirement planning. The firm emphasizes a disciplined, evidence-based investment philosophy to help clients achieve their financial goals.

Founded in

United States