Stiba Wealth MGT

Building a Strong Financial Future Together

Stiba Wealth Management is a comprehensive financial services firm dedicated to empowering individuals and families in Waco, Texas, and beyond to achieve lasting financial success. Founded in 1978, we have been proudly guiding clients towards financial stability and confidence for over four decades.

Our Vision

Our mission is to provide personalized financial guidance with a "hands-on" approach, earning recognition for excellence in the financial services industry. We believe in collaborating with each client to create a tailored financial plan that aligns with their unique goals and aspirations.

Dedicated Team of Professionals

Our team comprises experienced and passionate professionals who are committed to understanding your financial aspirations and offering tailored solutions. We take pride in providing personalized attention and clear communication, ensuring you feel informed and empowered throughout your financial journey.

Comprehensive Services

Stiba Wealth Management offers a comprehensive suite of services designed to address all aspects of your financial life. Our services include:

Investments

• Personalized portfolio management
• Retirement planning
• Estate planning and wealth preservation
• Tax optimization strategies

Financial Planning

• Comprehensive financial analysis
• Goal setting and prioritization
• Action planning and implementation
• Progress tracking and review

Insurance Solutions

• Personalized insurance review
• Risk assessment and mitigation strategies
• Competitive quotes and options

Client-Focused Approach

At Stiba Wealth Management, our clients come first. We believe in:

• Personalization: Every client receives a customized plan tailored to their unique situation and goals.
• Communication: We maintain clear and transparent communication throughout the process.
• Transparency: We disclose all fees and costs associated with our services.
• Accessibility: We are committed to providing personalized guidance with regular meetings and accessible online tools.

Our Commitment to You

We are driven by a genuine desire to help our clients achieve financial stability and pursue their dreams. We will work alongside you, every step of the way, to ensure you achieve lasting financial success.