Who is Torres Advisory Group & what can we do for you?
Our Mission
Our mission is to provide exceptional, unbiased, and holistic advice centered solely our core values and your long-term needs and unique objectives.
About Us
Torres Advisory Group is a premier financial advisory firm structured as a family office, and based in San Antonio, Texas. We bring together our independent advisory companies to address our clients' financial, tax, legal, and real estate needs. Our first company, Torres Financial Services, Inc., was established in 1998 by Rudy Torres.
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Our holistic and personalized approach starts with getting to know you and understanding your values, goals, and concerns. We then create a tailored plan, involving our expert advisors as needed. Once you decide to move forward, we manage every aspect of your plan, from wealth management and tax planning to real estate investment and management, strategic philanthropy, and legacy planning.
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We specialize in helping individuals, families, and established businesses create the time and means for what matters most. Our expertise has supported hundreds of clients in growing and sustaining their wealth for generations.
Why choose us?
We provide comprehensive, personalized solutions, beginning with understanding your values and goals.
We are held to the fiduciary standard as a registered investment advisor, acting only in your best interest, with no bias or motive outside of serving you.
We act with transparency, integrity, and professionalism.
We build long-term partnerships and making meaningful connections.
We empower our clients, and help them to build a sense of safety, confidentiality, and security in their financial futures.
We use technology and the expertise of our four advisory companies to address the holistic needs of each individual, family, and business we help.
Meet Our Team
Our team is like a family here at Torres Advisory Group, and as a client, you become a part of our family. We would advise you the same we would our own loved ones.
Take a look at the people you will be working with when you become a client at Torres Advisory Group.
President, CEO & Registered Investment Advisor
Vice President & Investment Advisor Representative
Client Services Manager
Operations Manager
Anna Torres
Attorney at Law
Tracey Mather
Paralegal & Private Professional Guardian
Senior Staff Accountant
Financial Services & Accounting Specialist
Customer Service & Marketing Coordinator