Ingenuity Financial Services

Ingenuity Financial Services is a financial planner in San Antonio, TX, offering investment management, retirement planning, estate planning, taxation planning, risk management, and long-term care guidance tailored to individual and family wealth goals. The firm serves clients across multiple generations, focusing on cohesive, multigenerational wealth strategies. With a 5.00 rating, the business is recognized for its client-centered approach and consistent service. Its service area includes San Antonio and surrounding communities, supported by a team-based model grounded in decades of experience.

The firm was founded by Alan Chase, who has over 43 years of experience in financial advising, and is now led by a father-and-son team including his son Ian Chase, bringing both seasoned expertise and innovative thinking to client planning. The team emphasizes continuity and care, using a collaborative, fiduciary-driven approach to help clients organize their financial lives. Their practice is built on a commitment to understanding each client’s unique financial blueprint and crafting strategies that evolve with life’s changing needs. The firm operates from The Soto, Texas’ first mass timber office building, reflecting a dedication to sustainable design and long-term strength in both construction and financial planning.

Located at 711 Broadway Street, Suite 126, the business sits just a short distance from the San Antonio River and Brooklyn Lock and Dam, with the Broadway main road and nearby attractions such as the boat ride boarding point and historic memorials like the Thiele Cottage and Engleman-Muench House within a quarter-mile radius.

Ingenuity Financial Services stands out for its thorough, well-documented online presence and a website optimized for clarity and accessibility, ensuring clients can easily navigate services and connect with advisors. The firm’s long-standing reputation, rooted in trust and multigenerational service, underscores its standing as a leading wealth management practice in San Antonio. Its focus on personalized, enduring financial guidance continues to define its impact in the community.

Services:

• Estate Planning
• Investment Management
• Retirement Planning
• Taxation Planning