Faro Wealth

Faro Wealth is a financial planner in Laredo, TX. The firm provides investment management and financial planning, with retirement planning among its services, and has served the Laredo area since 2013. Faro Wealth works with high net worth individuals and families, IRA, pension, profit sharing and 401(k) and other retirement plan participants, public and private charitable foundations and school endowments, and corporations, partnerships and other business entities. The firm evaluates each client's needs and risk tolerance before recommending investments. Clients may choose from discretionary portfolio management and a set of model portfolios. The FARO Fixed Model holds short to intermediate term multi-sector, investment grade bonds. The FARO Conservative Model is a mixed global asset portfolio with a normal risk target allocation of 30% equities, 70% bonds and cash. The FARO Flexible Model is a mixed global asset balanced portfolio with capped equity exposure at 55% and minimum exposure of 30%. The FARO Moderate Model targets 60% stocks, 40% bonds and cash. The FARO Aggressive Model is a global, predominantly stock portfolio with a normal risk allocation at 75%. The model portfolios are executed through separately managed accounts, which allow for client-specific customization. Faro Wealth was built on a foundation of integrity, trust, and accountability, and describes its approach as straightforward advice, transparent fees, and personalized service. The firm partners with organizations with a history of banking and financial excellence. New clients can schedule a complimentary initial consultation. The office is on Rocio Drive, about a tenth of a mile from Del Mar Boulevard and a third of a mile from McPherson Road. Andrew Circle Park and Laredo Medical Center North are both about half a mile away, and Zacate Creek and Zacate Lake sit roughly half a mile to six tenths of a mile from the office. For Laredo residents planning for retirement or managing a portfolio, Faro Wealth pairs a decade of local service with a defined set of investment models and separately managed accounts.