Advisors at this firm
Michael S
Series 63, Series 65
Corpus Christi, TX
Stonewater Wealth Management, Inc.
Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.
Michael B
Series 66
Corpus Christi, TX
Stonewater Wealth Management, Inc.
Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.
Hope G
Series 65
Corpus Christi, TX
Stonewater Wealth Management, Inc.
Hope Garza is a financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation and having five years of industry experience. She has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management alongside hourly financial planning. The firm creates customized Investment Policy Statements and implements diversified portfolios, reviewing managed accounts regularly using various analytical methods.
Jonathan V
Series 65
Kingsland, TX
Stonewater Wealth Management, Inc.
Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.
Eduardo C
Series 65
Corpus Christi, TX
Stonewater Wealth Management, Inc.
Eduardo Campos is a Series 65-licensed financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX. He has five years of industry experience and has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individual and high-net-worth clients, as well as banks and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles while utilizing fundamental, technical, and charting analysis to guide portfolio management.
Ryan H
Series 65
Corpus Christi, TX
Stonewater Wealth Management, Inc.
Ryan Hatton is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Stonewater Wealth Management since 2018 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Outside of advisory work, he is involved in insurance brokering and the sales and service of fixed insurance products for outside carriers. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm creates personalized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to guide trading and options strategies.