Charlie Lutz's Contact Details

Charlie Lutz's Company Details

Intercontinental Wealth Advisors

San Antonio, Texas, United States • 11 - 50 Employees
Financial Services

As global wealth advisors since 1981, at Intercontinental we customize strategies to help you reach your financial goals. If we're not listening, we're not succeeding - we founded this firm on customer relationships we've cultivated by listening and understanding. It's our business to understand your goals, risk tolerance, and vision for the future, and use that knowledge to craft customized solutions to meet your investment challenges and financial objectives. Learn more at http://www.intercontinentalwealthadvisors.comIntercontinental Wealth Advisors, LLC (IWA)Our investment advisory firm develops, implements and monitors customized investment plans that can be adjusted as the market and your life situation change. Our strategies help reduce income and capital gain taxes to efficiently transfer wealth to future generations or charitable causes. Our clients include high net worth individuals, corporations & non-profits. IWA is registered and regulated by the Securities & Exchange Commission and the Texas State Securities Board.Intercontinental Asset Management Group, LTD (IAMG)IAMG is a registered broker dealer with a global network of trading partners, allowing us to provide world-class trading and execution for stocks, bonds, mutual funds, options, futures and certain derivatives. We have no proprietary products and carry no inventory. Our trading is no-conflict. Client assets are held by Pershing LLC, a wholly owned subsidiary of BNY Mellon and insured by Securities Investors Protection Corporation (SIPC). Intercontinental Insurance Agency, LLC (IIA)Life insurance can be a valuable tool in creating a portfolio, protecting a business and reducing or eliminating estate taxes. Other forms of insurance can provide income for life and death benefits. Deferred compensation plans can provide significant tax deferral, creditor protection, and executive retention. IIA is an independent insurance firm registered and regulated by the Texas Department of Insurance.