Life, on your terms Financial planning for the retirement you want
Julie M. Kasberg
Senior Vice President - Wealth Management
Financial Advisor
Visit Legacy Wealth Management Group
Visit Katz Wealth Management
Visit The Synergy Group
325-653-4525
610 S Bryant Blvd
San Angelo, TX 76903
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
Julie M. Kasberg has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
- Forbes Top Women Wealth Advisor, 2019
My perspectives
Insights