Intercontinental Wealth Advisors Information

As global wealth advisors since 1981, at Intercontinental we customize strategies to help you reach your financial goals. If we're not listening, we're not succeeding - we founded this firm on client relationships we've cultivated by listening and understanding. It’s our business to understand your goals, risk tolerance, and vision for the future, and use that knowledge to craft customized solutions to meet your investment challenges and financial objectives. Our success is based on our independence, global perspective, and innovative thinking. Learn more at http://www.intercontinentalwealthadvisors.com Intercontinental Wealth Advisors, LLC (IWA) Our investment advisory firm develops, implements and monitors customized investment plans that can be adjusted as the market and your life situation change. Our strategies help reduce income and capital gain taxes to efficiently transfer wealth to future generations or charitable causes. Our clients include high net worth individuals, corporations & non-profits. IWA is registered and regulated by the Securities & Exchange Commission and the Texas State Securities Board. Intercontinental Insurance Agency, LLC (IIA) Life insurance can be a valuable tool in creating a portfolio, protecting a business and reducing or eliminating estate taxes. Other forms of insurance can provide income for life and death benefits. Deferred compensation plans can provide significant tax deferral, creditor protection, and executive retention. IIA is an independent insurance firm registered and regulated by the Texas Department of Insurance.