Welcome

We are the Garcia Wealth Management Group of Wells Fargo Advisors and we proudly serve our clients as friends
and family. Our strategy goes far beyond the numbers and is anchored in the full understanding of your personal goals,
your family goals as well as getting to know your business needs. We understand that planning your future
is based not only on your end goals, but on what you’d like to achieve along the way for your family,
your business, and your personal ability to give back. For us to fully develop this plan we will get to know you,
understand your end goals, and the milestones you would like to achieve along the way.

This all begins with a conversation…and we look forward to taking that first step soon.

Let’s set a meeting so we can learn all about your plans for both the long term and along the way.
We’re not only focused on reaching your long term goals, but also helping you live them.

Who We Are

We are part of a financial advisory team with over 50 years of combined experience in the financial services industry. We are committed to helping families, business owners, and individuals reach their most important financial goals.
Our strategy begins with you.
Getting to know you, helping define your major life goals, and helping you bridge the gap of where you are today and where you want to be. Not only identifying the long term but also accounting for everything along the way.
Will there be college funds to account for? Major home remodels? Will there be enough to retire comfortably? Let’s include everything in the plan and set realistic expectations for everything you want to accomplish.
We go beyond the numbers by spending more time having meaningful conversations.
Let’s work together to identify a clear path, then build that bridge that helps get you to your financial goals. We need to avoid potential financial exposures that could derail you from that path. We want to be with you every step of the way ensuring the journey is completed and that you’re able to enjoy it.



What Drives You?

News & Insights

We are incredibly grateful to have been featured in Pasadena Magazine's 2024 FACES of Pasadena!
It's a true honor to be recognized in our community, and we value being a part
of such a vibrant and supportive environment.
Pasadena is truly a wonderful city to be a part of and we're honored to continue
serving all those who seek us out for our services.
Congratulations to all of those who were featured in this issue, we're humbled by our inclusion in this year's group.
Thank you for your continued support and for sharing this journey with us!

Community Gatherings

At our recent community gathering, we were delighted to host our female investment clients for a serene afternoon at Descanso Gardens. Our "Painting, Portfolios, and Presidential Elections" event was designed to foster a supportive and zen environment where our clients could freely share their opinions, concerns, and expectations for the upcoming elections.

Amidst the beautiful garden setting, our clients enjoyed appetizers while engaging in meaningful discussions about the economy and investment portfolios. The tranquil surroundings provided the perfect backdrop for a painting session, promoting relaxation and creativity. Our team was on hand to answer questions and provide insights, ensuring that everyone felt informed and supported. It was a wonderful opportunity to connect with our community and discuss important topics in a relaxed, open atmosphere.

We feel incredibly fortunate to share these types of gatherings with our community. The level of engagement and the welcoming atmosphere at the event truly highlighted the strength of our client relationships. It was a wonderful opportunity to connect with our community, discuss important topics in a relaxed, open atmosphere, and reinforce the sense of camaraderie and mutual support that defines our approach.