Wealth Management Services In San Antonio

We help individuals and families grow, preserve, and transfer wealth with clarity and purpose. Whether you're building your portfolio or managing a complex financial landscape, Myres CPA delivers wealth management services that support your long-term goals.

Private Wealth Management Built Around You

True wealth isn’t just about accumulation—it’s about alignment. At Myres CPA, we help you manage your wealth in a way that reflects your priorities, supports your lifestyle, and protects your legacy.

Our approach to wealth management integrates tax strategy, investment planning, and financial coordination—giving you one trusted team and a plan built to evolve with your life.

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Individual Tax Planning Personal Financial Planning Wealth Management Retirement Planning Estate Planning

Talk to a CPA Who Knows Your Industry

Get clear answers and a plan that works in the real world.

What’s Inside a Strong Wealth Management Plan

When we manage your wealth, we look at the whole picture—your assets, income, goals, risks, and the people or causes you want to provide for. Each part of the plan works with the others, so nothing gets missed and every decision has a purpose.

Custom Wealth Planning

We start by learning about what you own, what you owe, and what you want to accomplish. From there, we build a plan that helps you grow while protecting your wealth in a way that fits your goals and lifestyle.

Integrated Tax Strategy

Your investments and taxes are connected, so we plan them together. That means finding ways to lower your tax bill while keeping your investment plan on track.

Investment Oversight

We regularly review your portfolio to ensure it’s performing as expected, verify that your allocation aligns with your goals, and identify opportunities to reduce unnecessary fees.

Risk Management

We identify where you might be exposed—whether that’s your income, estate, or assets—and put measures in place to reduce the chance of loss.

Estate & Legacy Coordination

If you want to pass wealth to family, charities, or other beneficiaries, we help make sure it’s done according to your wishes. We coordinate with your attorney or other professionals so every piece of the plan works together.

Ongoing Financial Guidance

Your needs will change over time. We stay involved, review your plan regularly, and make adjustments so it keeps working for you year after year.

The Value of Strategic Wealth Management

A good wealth strategy goes beyond returns. It gives you control, clarity, and a long-term plan that aligns every financial decision with your bigger goals.

Simplify the Complex

We help you cut through market noise, tax law changes, and competing advice so you can make clear, confident decisions.

One Team, One Plan

Instead of juggling separate advisors for taxes, investments, and planning, you get a single, coordinated strategy that keeps everything working together.

Keep What’s Yours, Build What’s Next

We help safeguard what you’ve built while positioning your assets for sustainable growth.

Plans You’ll Actually Use

Your wealth plan should be something you act on, not a binder you put on a shelf. We build strategies that are clear, practical, and designed for real life.

How Our Wealth Management Process Works

Our process is designed to simplify the complex. We listen closely, build with intention, and stay actively involved.

Discovery & Alignment

We start by understanding your complete financial picture, including assets, liabilities, goals, family priorities, and risk tolerance.

Plan Development

We create a wealth management strategy that integrates investment, tax, and legacy planning—tailored to your needs and built to adapt.

Execution & Coordination

We put the plan into action, managing the details and collaborating with other advisors as needed to ensure everything works in sync.

Ongoing Optimization

You’ll receive consistent reporting, periodic strategy reviews, and a direct line to our team. When your life shifts, your plan shifts with it.

The Results Speak
for Themselves

Hear how we’ve helped clients simplify their finances and plan for the future.

Anyone can pay to have an accountant, but I feel like I have found a trusted advisor and financial accountability partner who honors my vision, and that is far more valuable to me.

Taylor McLeod

Entrepreneur, Peppermint Plumbing

With Trevor, it’s never felt like just another transaction; his focus is on building a long-term partnership that grows with your business.

Eric Wehmeyer

Principal, Spectrum Lighting

We’ve been working with Trevor Myres for over five years, and I can’t imagine running our practice without him. He’s helped us make smart financial decisions, save money, and plan ahead with confidence.

Luis Rojas OD

Owner, Innovista Eye

Trevor and his staff made our transition smooth. They’re not only professional and knowledgeable but also made us very welcome—as if we’d known them forever.

Mike & Eva Varnum

Owners, Good Electric

Why Business Owners Choose Myres CPA

Proactive By Design

Most accounting service firms show up when deadlines loom. We maintain contact throughout the year, ensuring you always know where you are and where you’re going. Our proactive approach anticipates challenges, reduces risk, and capitalizes on opportunities most CPA firms miss.

End-To-End Services

Tax service planning, accounting, advisory, and financial strategy work best when they work together. We integrate services to eliminate hand-offs, reduce miscommunication, and keep your financial plan in perfect alignment.

Hands-On Expertise

When you work with our team, you work with our team. Not a rotating cast of seasonal contractors. Our accountants know you, your goals, and your entire financial picture. That consistency allows us to deliver the hands-on guidance you not only need but deserve.

Local Roots. Nationwide Reach.

We may be a San Antonio-based business advisory, but our expertise extends well beyond our home region. Whether you’re five miles away or 1,500, we make working together seamless, secure, and hands-on.