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Where We are Big Enough to Serve and Small Enough to Care

At NFA Wealth Management, we are driven to help every client whether it be individual, a family, or a company we work towards your unique definition of financial success.

POWERED BY THE 5 F’S: FAITH, FAMILY, FINANCE, FITNESS, AND FUN

Where We are Big Enough to Serve and Small Enough to Care

At NFA Wealth Management, we are driven to help every client whether it be individual, a family, or a company we work towards your unique definition of financial success.

POWERED BY THE 5 F’S: FAITH, FAMILY, FINANCE, FITNESS, AND FUN

Where We are Big Enough to Serve and Small Enough to Care

At NFA Wealth Management, we are driven to help every client whether it be individual, a family, or a company we work towards your unique definition of financial success.

POWERED BY THE 5 F’S: FAITH, FAMILY, FINANCE, FITNESS, AND FUN

 

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Our Services

See how we may serve you today

Business Planning

The NFA works with your legal and accounting team to structure business entities and operations in the most effective manner. We separate risks and protect operations by effective entity creation and restructuring.

Wealth Management

We review, monitor, trade, and manage a client’s investable assets. We pick the most appropriate custodian, investment vehicles and evaluate market conditions to allow us to invest based on the client’s risk tolerance and objectives.

Individual Planning

It is important for us to understand each client’s goals, dreams and objectives. We want to know what we are trying to accomplish on their behalf. We work with our clients to make sure they have clear budgets that are flexible enough for life’s challenges, yet complete enough to help them build toward their goals and dreams.

Leadership

REAGAN WAGNER

CEO, President and Managing Principal

Reagan graduated from St. Mary's University in San Antonio, Texas with a Bachelor of Science in biology and a minor in chemistry....

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KRISTEN WAGNER

Chief Operating Officer & Partner

Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude...

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Our Team

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  •   6800 Park Ten Blvd Suite 130 E, San Antonio, Texas 78213
  •   210.737.7800
  •   admin@tnfa.net

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 Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor.

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