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Creating a secure financial future involves more than budgeting or saving—it requires strategic planning, reliable guidance, and a tailored approach. In Corpus Christi, Texas, a range of financial professionals offer services designed to help individuals, families, and business owners navigate everything from retirement to investment management. Whether you’re just starting your financial journey or seeking advice on preserving wealth, these firms offer a variety of services to consider.
Below is a curated list of financial advisors in Corpus Christi to consider as you explore your financial planning options.
- Wealth Advisors Sovereign Cst
- Waddell & Reed Inc. – Mark Chavez
- TorOso Financial Group LLC
- Strategic Financial Services
- Stonewater Wealth Management Inc.
- Oak Tree Wealth Management
- Navigation Financial
- Nationwide Capital Funding
- Legamaro Financial Services
- Laguna Wealth Services
1. Wealth Advisors Sovereign Cst
Address: 500 N Water St #700, Corpus Christi, TX 78401
Phone: (361) 883-3440
Email: wlv@sovereigncoast.com
Website: sovereigncoast.com
Sovereign Coast Wealth Advisors LLC offers comprehensive financial planning and investment strategies tailored to individual goals. The firm emphasizes transparency and integrity, fostering long-term client relationships. They operate as a registered investment advisor and provide securities through LPL Financial.
2. Waddell & Reed Inc. – Mark Chavez
Address: 500 N Shoreline Blvd Suite 808, Corpus Christi, TX 78401
Phone: (361) 883-3177
Email: acastor@wradvisors.com
Website: mchavez.wradvisors.com
Mark Chavez of Waddell & Reed delivers personalized financial planning and investment advisory services aimed at helping clients build and manage wealth with confidence. His practice supports individuals and families in making sound, long-term financial decisions.
3. TorOso Financial Group LLC
Address: 615 N Upper Broadway Suite 1130, Corpus Christi, TX 78413
Phone: (361) 238-6527
Email: jasmyn@torosofinancial.com
Website: torosofinancial.com
TorOso Financial Group provides services to financial professionals seeking independence, offering business development support, compliance, and administration. With more than 15 years in the industry, the firm is a resource hub for advisors looking to expand or transition their practices.
4. Strategic Financial Services
Address: 5262 S Staples St #300, Corpus Christi, TX 78411
Phone: (361) 992-1320
Email: info@strategic-financialservices.com
Website: strategic-financialservices.com
Strategic Financial Services focuses on retirement and financial planning, with an emphasis on educating clients—especially educators—on available financial tools and options. Their offerings include annuities, insurance planning, and customized retirement strategies.
5. Stonewater Wealth Management Inc.
Address: 4639 Corona Dr Ste 9, Corpus Christi, TX 78411
Phone: (361) 482-0699
Email: edward@stonewaterwealth.com
Website: stonewaterwealth.com
Stonewater Wealth Management provides investment advisory services with a focus on estate planning, capital gains strategies, and portfolio management. They collaborate closely with other financial professionals to deliver integrated wealth planning for individuals and business owners.
6. Oak Tree Wealth Management
Address: 101 N Shoreline Blvd, Corpus Christi, TX 78401
Phone: (361) 452-0226
Email: martin@otwm.net
Website: otwm.net
Oak Tree Wealth Management offers fiduciary services with a focus on high-net-worth individuals, professionals, and retirees. Their approach includes wealth management, estate planning, and retirement strategies designed to align with each client’s financial vision.
7. Navigation Financial
Address: 501 S Tancahua St, Corpus Christi, TX 78401
Phone: (361) 882-6132
Email: rsturgeon@navigationfinancial.com
Website: navigationfinancialcc.com
Navigation Financial provides personalized financial strategies with an emphasis on proactive, client-centered planning. Their advisory services are designed to help clients move confidently toward long-term financial fulfillment and security.
8. Nationwide Capital Funding
Address: 9520 Up River Rd, Corpus Christi, TX 78410
Phone: (361) 317-3362
Email: bjackson@nwcfi.com
Website: nwcfi.com
Nationwide Capital Funding supports businesses with receivables funding, offering flexible financial solutions to enhance cash flow. Their streamlined processes and startup-friendly model make them a valuable resource for entrepreneurs and established companies alike.
9. Legamaro Financial Services
Address: 717 Everhart Rd, Corpus Christi, TX 78411
Phone: (361) 883-9333
Email: tim.legamaro@legamarofs.com
Website: legamarofinancialservices.com
Founded in 1997, Legamaro Financial Services offers independent financial planning and insurance solutions. With offices in Corpus Christi and New Braunfels, the firm delivers a wide range of services, including mutual funds, annuities, and retirement planning, under the leadership of Tim and Alex Legamaro.
10. Laguna Wealth Services
Address: 2051 Rodd Field Rd Suite 200, Corpus Christi, TX 78401
Phone: (361) 249-9360
Email: priscilla.n.terrell@raymondjames.com
Website: lagunawealthservices.com
Laguna Wealth Services provides comprehensive wealth management and financial planning. Their team helps clients navigate various life transitions and financial milestones, offering custom strategies designed to support evolving goals and circumstances.
Whether you’re seeking investment guidance, business funding, or a retirement strategy, Corpus Christi offers a broad selection of financial professionals to support your financial path. The advisors and firms listed here bring a diverse range of expertise and services to the table—consider connecting with a few to determine the best fit for your individual goals and financial priorities.
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