The Woodlands area community leader and business owner, M. Adriana Valencia, CRPC® has announced the rebranding of her company to Keystone Wealth Management LLC.
“For some time, I’ve aspired to build my personal brand and showcase my own unique blend of financial planning and wealth management services,” noted Adriana. “At the same time, I’ve wanted to continue my rewarding work with Investment Professionals Inc. colleagues so that clients always have the full range of resources to support their goals. My new brand, Keystone Wealth Management LLC, provides the ideal intersection of both worlds.”
“I chose the name Keystone because it’s a “central stone”, meaning it is central to a system in which all else depends. It’s the foundation,” Adriana continued. “As a financial advisor, I pull all of the pieces together for my clients with comprehensive financial planning that covers six key areas including your current financial situation, wealth protection, wealth accumulation, tax reduction, retirement, and estate planning.”
Adriana will continue to work with the same custodians i.e. SEI Private Trust Company and Pershing, offer the same insurance products and annuities, and hold licensure and appointment with the same companies, as well as provide the same support. Her broker-dealer affiliation with Investment Professionals, Inc. (IPI) will also remain the same. The new collateral and website will read: Securities and Advisory Services offered through Investment Professionals Inc., a registered investment advisor. Member FINRA & SIPC.
About Adriana Valencia, CRPC®
Adriana specializes in the design and management of financial plans for high net worth individuals and small business owners. She also provides guidance to Hispanic expatriates and business owners relocating to the State of Texas. Fluent in both English and Spanish, she prides herself on her integrity.
Adriana holds a CRPC® Designation (Chartered Retirement Planning Counselor) from the College for Financial Planning in Colorado ¬– Series 7 and 66. She is also licensed in the states of TX, NM, SC and MN.
Currently sitting on the board of LifeGift, an Organ Procurement Organization in 118 counties in Texas, Adriana also serves as Chair of the LifeGift Investment Committee.
Adriana resides in The Woodlands with her husband and four puppies.
About Keystone Wealth Management LLC
Keystone Wealth Management LLC seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, Adriana recommends tailored, practical solutions, explains complex issues and guides clients through implementation.
For more information email Adriana at – firstname.lastname@example.org; visit our new website –www.keystonewealthmgmt.com or call (281) 363-8150.