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.

Check the background of this investment professional on FINRA's BrokerCheck

Located at: 5350 S Staples Corpus Christi TX, 78411 (361) 850-6800

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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