Four independent companies.
All here to help you secure your legacy.
Teixeira Wealth Management LLC
Teixeira Wealth Management LLC is an independent fee-only Registered Investment Adviser (RIA). Our company specializes in both professional portfolio management services and wealth planning strategies. The portfolio management process of Teixeira Wealth Management includes:
*Performing our own market research
*Building positions in our portfolios for maximum return
*Utilizing state of the art technology to quantify portfolio risk
*Following a strict sell side policy for our TWM Select Equity Portfolios
*Rebalancing our TWM Eagle Eye Portfolios to maintain proper diversification
All of our portfolios are Separately Managed Accounts (SMA’s) which allow for greater investment flexibility and tax efficiency than other investment vehicles. As a fiduciary for our clients, Teixeira Wealth Management maintains the fundamental obligation to always act in our clients’ best interests.
Teixeira Insurance Services LLC
Teixeira Insurance Services LLC is a fully independent California insurance agency. The focus of our company is to provide our clients with tax-advantaged insurance services that include asset & income protection, as well as estate & legacy planning. Our agency offers:
*Long Term Care Insurance
*Lifetime Income Annuities
*Disability Income Insurance
As an independent insurance agency, Teixeira Insurance Services works with a superior lineup of insurance carriers with a wide variety of insurance products. With our access to these top carriers, we are able to find our clients the best products at the best prices for their specific insurance needs.
California Insurance License #0H78660
Teixeira Property Advisers Inc.
Teixeira Property Advisers Inc. is an independent California real estate brokerage. Our company specializes in both San Luis Obispo and Santa Barbara counties, specifically in the areas from San Luis Obispo to Orcutt. The focus of our company is to advise our clients in the prudent acquisition and sale of all property types, including:
*Residential Real Estate
*Commercial Real Estate
Teixeira Property Advisers has a simple business policy: We are in the long-term business of advising our clients, we are not in the short-term business of selling them.
California Real Estate License #01809104
Teixeira Capital Ventures LLC
Teixeira Capital Ventures LLC is a real estate based private equity firm. The focus of our company is acquiring, entitling, and developing top tier real estate in the San Luis Obispo and Santa Barbara counties. We manage the full life cycle of the development process, which includes:
Teixeira Capital Ventures LLC has developed luxury custom homes, custom homes, residential subdivisions, and Class A commercial buildings. We are able to provide our clients with the opportunities to invest in these select type of real estate assets, resulting in the potential for high cash on cash investment returns.
About Kevin Teixeira
Kevin Teixeira is the President and Financial Adviser of Teixeira Wealth Management LLC. Kevin founded Teixeira Wealth Management in 2016 and has been the Portfolio Manager for all TWM Select Equity portfolios and TWM Eagle Eye portfolios since the company’s inception.
Kevin Teixeira is the President and Insurance Agent of Teixeira Insurance Services LLC. Kevin established Teixeira Insurance Services in 2012 and took it independent in 2016. He has extensive knowledge and experience in the areas of asset protection, income protection, and estate planning.
He has over 14 years of experience in the financial industry. Kevin began his financial career in 2008 with New York Life, where he served as an Insurance Agent. In 2009 he became a Registered Representative (Series 6 & 63 licensed) with NYLIFE Securities and in 2012 became a Financial Adviser (Series 7 & 66 licensed) with Eagle Strategies.
He received many awards during his career with New York Life, such as Mainstay Funds Master, Chairman’s Council Member, and Agent Of The Year for his region. Kevin also achieved Million Dollar Round Table (MDRT) status multiple times (top % of all insurance agents in the world).
Kevin is the President and Developer of Teixeira Capital Ventures LLC. He founded Teixeira Capital Ventures in 2015 and has managed multiple real estate investment groups. His vision to build a great project has helped him earn a reputation as one of the top local boutique developers on the Central Coast.
Kevin Teixeira is the President and Broker of Teixeira Property Advisers Inc. Kevin established Teixeira Property Advisers in 2007 and has consistently been a multi-million dollar residential and commercial real estate producer.
He has over 18 years of real estate sales experience, along with over 20 years of real estate investing experience. Kevin has managed investment groups that have renovated and developed over 170 units of real estate, which represent over $60,000,000 worth of property value.
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 loves playing and coaching baseball and football. Growing up, he was part of many championship baseball teams and feels working together with his clients to achieve their goals completely parallels being part of a winning team. Kevin also enjoys watching a great concert and spending quality time on the lake or on the golf course.
* Kevin Teixeira is an Investment Adviser Representative with Teixeira Wealth Management LLC, offering investment advisory services in the state of California.
* California Insurance License #0G28729
* California Real Estate License #01466752
* Phone: 805.698.3520
* Email: firstname.lastname@example.org
About Elizabeth Head
Elizabeth is known amongst clients and peers for her integrity, commitment to customer service, negotiating skills and a tireless work ethic. Elizabeth brings to us over 15 years of real estate industry related experience including real estate law, residential development and property and casualty insurance.
She has comprehensive knowledge of the art of buying and selling, negotiating for the best deal, and sensitivity to customer satisfaction. Elizabeth has a strong grasp on the importance of finding the best product at the right time, and maximizing her client’s investments.
With a fundamental understanding, that buying or selling a property is a transaction that shapes a person’s life, and with an eye for style and creativity, Elizabeth keeps the focus on her clients’ wishes and needs.
Elizabeth holds a Bachelor of Arts degree in Geology from California State University Sacramento. Born and raised on the central coast, she has strong ties to both San Luis Obispo and Santa Barbara counties and is a member in several organizations.
* California Real Estate License #02078255
* Phone: 805-459-1145
* Email: email@example.com