Intercontinental Wealth Advisors Employee Directory
Financial ServicesTexas, United States11-50 Employees
Intercontinental Wealth Advisors, LLC is a San Antonio-based financial services firm that designs, implements, and monitors customized investment plans responsive to market shifts and clients' life circumstances. Its approach aims to reduce income and capital gains taxes to facilitate wealth transfer to future generations or charitable causes, serving high net worth individuals, corporations, and nonprofit organizations. The Intercontinental group encompasses Intercontinental Asset Management Group, LTD, a registered broker-dealer that provides trading and execution across stocks, bonds, mutual funds, options, futures, and selected derivatives through a global partner network, with no proprietary products and no inventory. Client assets are held by Pershing LLC, a wholly owned subsidiary of the Bank of New York Mellon, and are insured by SIPC, reflecting a no-conflict trading stance. Intercontinental Insurance Agency, LLC adds life and other insurance solutions to support estate and income planning within the same group.
1-888-653-2347 
support@leadiq.com 
