Wealth Management — We’re Dedicated to Helping You Prepare for the Future

  • The best wealth management services in the Sun City
  • Top wealth management services for both people and businesses
  • Highly reviewed firm with a strong dedication to assisting our clients
  • Local company with years of experience in helping clients be successful
  • Visit our accommodating and nice office in West El Paso
  • Hardworking and trustworthy wealth manager in El Paso
  • Helpful wealth management available near me
  • We offer a wide range of money managing services to people of wealthy backgrounds
  • Great planning from us results in a more financially secure future

The Herrera Group was founded in 1999 with one goal in mind: to help our clients who have accumulated significant wealth better plan for their financial future. We are dedicated to helping people from El Paso and west Texas to southern New Mexico and beyond take hold of their finances and be successful now and in the future. We offer a wide range of wealth management services that can help you be better prepared for the journey ahead.

Our Mission & Vision

We’ve made it our mission to counsel highly successful families, each with their own unique challenges, thrive in their financial endeavors leading them to a more prosperous future. Our vision is to give our clients the peace of mind they deserve; guiding them as efficiently and holistically as possible, through issues such as estate and legacy planning, business exit strategies, and professionally managing their wealth now and in the future. Let us help you define your legacy today.

Financial Planner

About Our Team

Our team at The Herrera Group is comprised of hardworking professionals who are dedicated to getting people to achieve peace of mind through better wealth planning. We are licensed to sell insurances in 46 states and securities in another 12 states. We also have years of experience and can put our knowledge skills toward helping you be more successful.

What Makes Us Different?

At The Herrera Group, we pride ourselves in building trusting relationships, gathering the precise information, and creating a personalized plan for our clients based on their needs. Our thorough wealth management services are designed to help you prepare for the future.

Our commitment to our own professional development helps ensure our dedication to having a high level of knowledge and expertise working for them and our personal commitment is evident in how genuinely we care for our clients and their families.

Take the Reins of Your Financial Future by Contacting Us Today

If you’re interested in taking the reins of your financial future, we’re the place to call. Contact us today so we can get started!