Wealth Management Services

Grow and Manage the Money You Have

Wichita Wealth Management Advisor

Angie Tejeda, MBA MRFC, is a experienced wealth management advisor in Wichita. She not only helps you manage the money you have, but also to build custom strategies for growing your wealth. Angie is your professional resource for investment portfolio management, wealth planning advice and more.

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Wealth Management for Women

As a female financial advisor, Angie is especially sensitive to the needs of women executives and those who are divorced or widowed. Wealth management is a male-dominated industry, yet women control more than 50% of the wealth in the United States. Angie provides a level of compassion and energy that puts female clients at ease. When you work with Tejeda Financial, you will be heard and feel empowered.

How Wealth Management Works

Wealth management encompasses all of the financial aspects of your life. After we evaluate your current cash flow and assets, we provide financial strategies and recommendations to help you pursue your goals. We’ll work with you on an ongoing basis to monitor and manage your investment portfolio, offer guidance for dealing with changing market conditions and more.

  • Cash flow analysis
  • Income preservation and growth strategies
  • Retirement savings and withdrawal strategies
  • Tax planning strategies
  • Estate planning
  • Education savings strategies
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Female financial advisor

Why Work with Tejeda Financial

With more than 20 years of industry experience, you can count on Angie Tejeda for solid wealth management strategies. She takes a teaching approach to help her clients understand and feel confident in their financial decisions. At Tejeda Financial, we’re consultants, not dictators, so you have the freedom to make the choices that work best for your goals. Angie takes a personal interest in her clients in an effort to understand their what’s truly important to them, building relationships that span decades. In fact, she is an advisor to second- and even third-generation clients.

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