Dion R. Padilla is a wealth advisor who is dedicated to helping individuals and HNW families break down complex financial topics to create comprehensive financial planning solutions. At Padilla Wealth Management, acting in your best interests is paramount. Our ethics, goals-based planning, and personalized management create the foundation of our firm.
With an in-depth understanding of company benefits and executive compensation plans, we specialize in providing guidance and advice to C- and Mid-level employees at Fortune 500 companies. We cater to Executives, Mid-Level Employees, and Families who seek guidance with their wealth management needs and understand the value and importance in working with an advisory firm.
With an in-depth understanding of company benefits and executive compensation plans, we specialize in providing guidance and advice to C- and Mid-level employees at Fortune 500 companies. We cater to Executives, Mid-Level Employees, and Families who seek guidance with their wealth management needs and understand the value and importance in working with an advisory firm.
Services
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.*
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.*
Dion Padilla's unique style and approach to wealth management have made him a highly sought-after financial professional within the San Antonio community, particularly among employees from the city's most prominent corporations - such as AT&T, Valero, NuStar, USAA, Whataburger, HOLT Caterpillar, and others.
We understand that every client and family is different. Unique in their own way. We believe in designing a plan that will best meet your needs based on your stage in life and economic footing - both personally and professionally. At Padilla Wealth Management, our experienced team works side-by-side with you and your family to create an actionable financial plan that reflects the values, goals, ambitions, and wishes you have established.
Let Padilla Wealth Management simplify the complexity that is financial planning. We offer a complimentary "Get Acquainted" meeting where we will take the time to better understand your financial goals and concerns, describe what we offer, and determine if our services are right for you. Any decision to take the next step in our relationship will be yours, and there is no further obligation beyond our initial meeting.
The "My Wealth" management portal is a dynamic tool that updates daily. You have a holistic view of everything you have in one place so that you can easily organize your financial life. Watch the video below to learn more. Black Diamond Wealth Platform is our online account service that allows you to conduct performance reporting on all accounts you have integrated with this platform in one convenient and secure location.
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