Wealth Strategies Practice of John J. "Trey" Valkenaar III
Striving to help South Texas families and businesses build wealth and meet their financial objectives with confidence. member FINRA/SIPC.
Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. finra.org
sipc.org
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I'm excited to be this month's Mentor Spotlight for THRU Project, an organization I am proud to be associated with. THRU Project helps foster youth bridge the gap between foster care and adulthood by connecting them with essential resources.
I have been a mentor with THRU Project since 2021 and paired with my mentee, Daniel, since December. During our time together, we have helped Daniel focus on prioritizing his goals. Daniel has completed Drivers Ed, become employed at the Planetarium Campus, and completed a successful semester toward his Music Production Degree. Just recently, Daniel was also approved for his first apartment in the THRU Project Next Step Housing Program!
I am so proud of Daniel and his hard work and am blessed to call him a true friend.
Due to the current market volatility and the Fed rate hike Wednesday 6/15/22, Phil Blancato, Advisor Group’s Chief Market Strategist recorded a special edition podcast to address these changes and news. http://assetmanagement.ltam.com/public/stayinformed/2022.06.15MarketImpact.mp4
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3522 Paesanos Pkwy, Suite 100
San Antonio, TX
78231
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