Stonewater Wealth Management Inc.

Stonewater Wealth Management Inc. is a Financial Planner in Corpus Christi, TX. The firm provides a full range of wealth services, including estate and retirement planning, risk and capital‑gains management, and investment and retirement solutions for individuals, families, and businesses. Their business‑focused offerings cover 401(k), 3(38), 457, stock plans, executive carve‑outs and transition plans, while investment solutions feature custom portfolio models, proprietary strategies, quarterly economic updates and college‑funding guidance. Income‑protection options such as individual disability, business‑overhead expense, key‑person and business‑loan plans are also available. Stonewater works alongside clients’ tax professionals and attorneys to integrate financial strategy, and it holds a perfect 5.00 rating from reviewers.

The firm’s mission is to counsel, serve and address the responsibilities of wealth, emphasizing integrity, honest guidance and realistic planning. Their vision highlights a commitment to ethics that has drawn national attention, and as independent advisors their sole focus is on each client’s goals. The team includes Managing Partner Michael Sharp, advisors Edward Campos, Michael Bunzel, Ryan Hatton and Jonathan Voitle, Chief Compliance Officer Hope Garza, and insurance specialist Ricardo Loya. Together they design personalized strategies, handling the detailed work that enables clients to bring their financial plans to life.

Stonewater Wealth Management is located at 4639 Corona Dr Ste 9 in Corpus Christi. The office sits on Corona Dr, just a short walk, about 0.2 miles, from South Padre Island Drive, the South Padre Island Drive Frontage Road, and the Corpus Christi Alternative High School. The Corpus Christi Police Department training facility is also roughly 0.2 miles away, while Everhart Road lies about 0.3 miles distant. Stonegate Park is situated approximately 0.3 miles from the office, providing a nearby green space.

With its comprehensive, client‑focused approach, Stonewater Wealth Management stands out as a trusted financial planner serving the Corpus Christi community.