Bringing your Financial Goals to Life
Financial security and success is something many of us strive to achieve in our lives. You have many pieces of the puzzle scattered on the table, but don't always know what the top of the puzzle box looks like. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. We can help you identify your goals and dreams in order to develop a plan that addresses these needs and gets you started on the path to your financial goals.
Who We Are
Garcia Wealth Management is a firm with Northwestern Mutual providing comprehensive planning, investment, and insurance services to individuals and businesses across a variety of industries. Our top priority at Garcia Wealth Management is to empower you to make financial decisions no matter what life throws your way. We will work with you, your family, or your business to identify your short, mid, and long-term financial goals and create a plan to help you achieve those.
Our Mission
To help our clients take action towards achieving their financial goals. Life is busy, we want to get off the treadmill of life to make sure we hold each other accountable in order to do so.
Our Values
- Accountability
- Transparency
- Integrity
Awards & Recognitions
Best of Faulkner County 2019
Best of Faulkner County 2020
MDRT
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
