Faro Wealth Email Format

Investment ManagementTexas, United States2-10 Employees

Faro Wealth is an investment management firm located in Laredo, Texas. It provides investment management and financial services to a broad client base, emphasizing a thorough assessment of needs and risk tolerance. The firm serves high net worth individuals and families; retirement plan participants; charitable foundations and school endowments; corporations and other business entities; family trusts; and international clients. Securities investments are offered through Kovack Securities, Inc., with advisory services provided through Kovack Advisors, Inc.; Faro Wealth is not affiliated with Kovack Securities or Kovack Advisors.

The organization highlights values such as expert guidance, transparency and accountability, and integrity and empathy in client relationships. It aims to help clients navigate challenging financial markets through portfolio management and client profiling in a manner that is based on clear communication and objectivity.

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