Wealth Management

Kleberg Wealth Management

Whether you are a conservative, middle-of-the-road, or aggressive investor, Kleberg Wealth Management provides financial opportunities tailored to you.

Kleberg Wealth Management will take the time to listen to your needs and work closely with you in developing a game plan to address your investment objectives.

With Kleberg Wealth Management, you can enjoy the convenience of conducting your banking and investment activities at one location. You will find the products and services you would expect from a traditional brokerage firm, along with a high level of personalized attention to your investment needs.

Contact Bryan Grove at (361)595-2903, Irma Garza at (361)595-2985 or Gina Ulisse at (361) 851-5813 for more information.

Securities, insurance products and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.

View Cetera privacy policy and other important information.

Investment Products

Kleberg Wealth Management presents a broad spectrum of investment products:

  • Tax-favored investments
  • Mutual funds
  • Stocks and bonds
  • Money market funds
  • U.S. government securities
  • Unit investment trusts
  • And more