116 South Velasco
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financials professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Amanda G. Neal, CPA, CFP® (Mandy) grew up in Laredo, TX. She graduated with a Bachelor of Science in Accounting from The University of Houston – Clear Lake in 1984, and became a CPA in 1987. Mandy has worked in accounting and...
Wealth Management Coordinator
Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College. Amanda joined our team in July of 2012 bringing with her over 11 years of administrative experience. The...
Dynise has been with Neal Wealth Management since the company's inception in 1990. She provides all accounting needs for clients.
Jerry Ortiz graduated from University of Houston- Clear Lake in 2017 with a Master of Science in Accounting. He is currently studying to take and pass the CPA exam. Jerry joined our team in August 2018.
Destini Jones joined the Neal Wealth Management team in the summer of 2020. She is currently attending Brazosport College full-time to receive a Bachelor in Accounting. The first person people see when they walk through the door is...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.