Broker Check

Investments & Services

Alcala Wealth Management provides assistance in the following areas:

Wealth Management

  • I have a variety of ways to help meet your unique wealth management needs. Whether you're looking to build and preserve wealth, save for retirement or leave a legacy for your heirs, I have many account options and professional services designed to help keep you on track to achieve your long-term goals.
  • Various professional teams with deep expertise and extensive experience in specialized areas that will work with me to meet your needs.

Retirement Planning

  • Find out more about IRAs and how they might be a good fit for your overall retirement strategy.
  • Traditional IRA
  • 401(k) Rollovers
  • 403(b) Rollovers
  • Roth IRA
  • Roth IRA Conversions

College Savings

  • Create an education savings strategy that will make the grade.
  • Coverdell Education Savings Accounts
  • 529 College Savings Plan
  • Custodial Accounts

Investments & Brokerage Accounts

  • Stocks
  • Fixed Income Investments
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
  • Unit Investment Trusts (UITs)
  • Variable Annuities

Business Owners

  • Simple IRA
  • 401(k) Plan
  • 403(b) Plan
  • Owner-Only 401(k) Plan
  • Owner-Only Defined Benefit Plan
  • Buy-Sell Arrangements

Insurance & Annuities

  • Fixed Annuities
  • Equity Index Annuities
  • Life Insurance
  • Long-Term Disability Insurance
  • Long-Term-Care Insurance