Intercontinental Wealth Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Intercontinental Wealth Advisors, LLC (IWA) Our investment advisory firm develops, implements, and monitors customized investment plans that can be adjusted as the market and your life situation changes. Our strategies help reduce income and capital gain taxes to efficiently transfer wealth to future generations or charitable causes. Our clients include high net worth individuals, corporations and non-profits. IWA is registered and regulated by the Securities and Exchange Commission and the Texas State Securities Board. Intercontinental Asset Management Group, LTD (IAMG) IAMG is a registered broker dealer with a global network of trading partners, allowing us to provide world-class trading and execution for stocks, bonds, mutual funds, options, futures, and certain derivatives. We have no proprietary products and carry no inventory. Our trading is no-conflict. Client assets are held by Pershing LLC, a wholly owned subsidiary of the Bank of New York Mellon and insured by Securities Investors Protection Corporation (SIPC). Intercontinental Insurance Agency, LLC (IIA) Life insurance can be a valuable tool in creating a portfolio, protecting a business and reducing or eliminating estate taxes. Other forms of insurance can provide income for life and death benefits. Deferred compensation plans can provide significant tax deferral, creditor protection, and executive retention. IIA is an independent insurance firm registered and regulated by the Texas Department of Insurance.

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