About Teixeira Wealth Management
Teixeira Wealth Management LLC is an independent fee-only Registered Investment Adviser (RIA). As a fiduciary for our clients, we have a fundamental obligation to always act in our clients' best interests. All of our portfolios are Separately Managed Accounts (SMA's) which allow for greater investment flexibility and tax efficiency than other investment vehicles.
Our Competitive Advantage
Teixeira Wealth Management specializes in both professional portfolio management services and wealth planning strategies. Where many financial advisers simply gather assets, charge fees, and don't even select the positions in their clients' portfolios, Teixeira Wealth Management takes a better approach, we:
* Perform our own market research
* Build positions in our portfolios for maximum return
* Utilize state of the art technology to quantify portfolio risk
* Follow a strict buy side and sell side policy
* Manage the portfolios as they are designed
About Kevin Teixeira
Kevin Teixeira is the President and Financial Adviser of Teixeira Wealth Management LLC. He is the portfolio manager for The Equity Core Portfolio, The Equity Income Portfolio, The Total Return Portfolio, The Alpha Bull Portfolio, The Omega Portfolio and The Asset Allocation Portfolios for Teixeira Wealth Management.
Kevin has over 10 years of experience in the financial industry. He began his career in 2008 as an agent with New York Life. He also served as a Registered Representative (Series 6 & 63 licensed) with NYLIFE Securities and as a Financial Adviser (Series 7 & 66 licensed) with Eagle Strategies LLC. Kevin received many awards during this time, such as the Mainstay Funds Master Award.
In 2016, Kevin Teixeira founded his own Registered Investment Advisory (RIA) firm, Teixeira Wealth Management. Having an independent firm allowed Kevin more flexibility to manage his clients' assets and gave his clients a larger menu of investment options. Kevin's desire to provide his clients with better investment opportunities was the driving factor for this independence.
Kevin earned a degree in Agribusiness Finance & Real Estate from Cal Poly State University in San Luis Obispo in 2003. He was born and raised on the Central Coast and has multi-generational ties to both San Luis Obispo and Santa Barbara counties.
* Kevin Teixeira is an Investment Adviser Representative with Teixeira Wealth Management LLC, offering investment advisory services in the state of CA. These services are strictly intended for individuals residing in the specific state(s) referenced.
* Phone: 805.698.3520
* Email: firstname.lastname@example.org
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Each Company Is Independently Owned And Operated.
Kevin Teixeira is an Investment Adviser Representative with Teixeira Wealth Management LLC, a Registered Investment Adviser, offering investment advisory services in the state of CA. These services are strictly intended for individuals residing in the specific state(s) referenced.
Kevin Teixeira is an Insurance Agent (CA Insurance License #0G28729) licensed to sell insurance in the state of CA. No insurance business may be conducted outside of the specific state(s) referenced. From time to time, Kevin Teixeira may be licensed in states in addition to CA.
Kevin Teixeira is a Real Estate Broker (CA BRE License #01466752) licensed to sell real estate in the state of CA. No real estate brokerage business may be conducted outside of the specific state(s) referenced.
Information on this website is not a recommendation because it does not take into consideration the reader's personal circumstances.
None of our companies provide legal or tax advice.
© 2022 Teixeira Capital Companies. All rights reserved.
Each Company Is Independently Owned And Operated