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Aspect Wealth Management

Aspect Wealth Management
Map 9311 San Pedro Suite 750
78216 San Antonio
Contact Person: Michael Clark - President
E.J. Jaax - Financial Advisor
Phone: (210) 268-1570
Fax: (210) 268-1560  

We are a financial advisory firm dedicated to helping our clients achieve their financial goals through the development, implementation and monitoring of a customized, comprehensive plan. We serve business owners, executives, physicians, retirement plan trustees and families through a variety of services including strategic asset allocation, retirement planning, education funding, portfolio reviews and retirement plan consulting for fiduciaries.

Our goal is to simplify our clients' lives and assist them in creating, managing, preserving and transferring intergenerational wealth.  After a successful career at Salomon Smith Barney, Michael Clark founded Aspect Wealth Management in order to provide their clients with independent, unbiased wealth management advice.

E.J. Jaax ~ Financial Advisor

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