Wealth Manager —  Helping You Financially Prepare for the Future

Legacy Planning, Wealth Management, Business Exit Strategies

Learn more

Wealth Manager in El Paso


  • Best wealth manager in El Paso
  • Top wealth management services that can help you better plan for your future
  • Highly reviewed wealth management services to help you plan your legacy
  • Local advisor dedicated to helping wealthy El Pasoans plan for their futures
  • Our ratings show how much we care about our clients
  • Check out our reviews online to see what others are saying about our services
  • High-quality wealth manager services available
  • Visit our office or contact us today

At the Herrera Group, we are dedicated to helping our clients plan their legacies. We can assist you with legacy planning, business exit strategies, and wealth management, all of which can help you achieve the peace of mind you deserve. We have years of experience that we can put toward helping you plan for you and your family’s future. Instead of living with the uncertainty of what’s going to happen to your wealth or business—your legacy—let us help you better prepare for unknowns of the future!

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

What We Can Do For You: Navigating An Ever-Changing Economy

Our economy is always changing, which can make it difficult to plan our financial futures. Whether you’re looking to retire, plan your legacy, leave a business, save on taxes, or invest in stock, we can help you navigate these plans with one eye on the economy and one on your prosperous future. We offer the following services:
  • Legacy/Estate Planning
  • Wealth Management
  • Business Exit Strategies
  • Retirement Planning
  • And more…
We offer a wealth of services that can help you better manage your wealth and plan for the uncertainty of the future. No matter the goal, speaking with our advisor is just one of the many ways you can better plan for a more financially stable future.

Why Work With Us?

To put it simply: we care about each and every client who walks through our doors. We place an emphasis on holistic planning for our clients and will go above and beyond the norm to help them succeed. As a completely independent group, we are able to work with wealthy individuals and help them plan, save, and find peace of mind for the future.

Learn more

Contact Us Today!

Don’t wait for the inevitable to start planning. Getting started as soon as possible will ensure that you are prepared financially for whatever life may throw your way. For a more secure future, give us a call! We’re ready to help you.

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Have a Question?

Name
Email
Message
Thank you! Oops!

Follow Us On: