Equitable Advisors - Private Wealth Group

Equitable Advisors - Private Wealth Group We help you plan for tomorrow, so you can live for today. They are not intended, and should not be relied upon, as insurance, investment or financial advice.

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solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

We’re Hiring!As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the re...
05/27/2026

We’re Hiring!
As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the responsive, high touch service our clients expect.
This role focuses on client service and relationship support—handling day to day account requests, onboarding and follow through, coordinating paperwork, and ensuring timely, accurate communication.
We’re looking for a detail oriented, results driven professional who’s a strong communicator, enjoys helping people, and takes ownership of tasks from start to finish. You’ll work alongside a respected team, grow professionally, and make a real impact on the client experience.
Interested or know someone who’d be a great fit?
Message me for details and to make an introduction. I’d love to connect!

We’re Hiring in Houston!As our team continues to grow, we’re excited to add a Client Relationship Manager to help us del...
05/01/2026

We’re Hiring in Houston!
As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the responsive, high touch service our clients expect.
This role focuses on client service and relationship support—handling day to day account requests, onboarding and follow through, coordinating paperwork, and ensuring timely, accurate communication.
We’re looking for a detail oriented, results driven professional who’s a strong communicator, enjoys helping people, and takes ownership of tasks from start to finish. You’ll work alongside a respected team, grow professionally, and make a real impact on the client experience.
Interested or know someone who’d be a great fit?
Message us for details and to make an introduction. We’d love to connect!

Yesterday, the Private Wealth Group Austin Team had the pleasure of hosting a small group of clients at the Grove Westla...
04/29/2026

Yesterday, the Private Wealth Group Austin Team had the pleasure of hosting a small group of clients at the Grove Westlake. The evening featured excellent food, drinks and engaging company. The relaxed setting provided a perfect opportunity to connect over shared interests, experiences and visions. We hope these gatherings serve as a reminder to experience moments of joy, connection, and a life fully lived—made possible by the work you do.

Shout out to our Men Who Cook; Hondo Harris, Hunter Gall, and Jack Adams with Private Wealth Group!  The Portfolio Pitma...
04/22/2026

Shout out to our Men Who Cook; Hondo Harris, Hunter Gall, and Jack Adams with Private Wealth Group! The Portfolio Pitmasters had a great time competing in the 13th Annual Men Who Cook fundraiser benefiting Ronald McDonald House Charities South Texas this past weekend! 🌮🍹
Thanks to everyone who supported us—we’re proud to take 5th place and contribute to such a worthy cause! 👏❤️

That's a wrap 🎁 on our annual Holiday Party in Corpus Christi! Thank you to the professionals who took part in creating ...
12/17/2025

That's a wrap 🎁 on our annual Holiday Party in Corpus Christi! Thank you to the professionals who took part in creating such an enjoyable evening. We received so many kind remarks from our guests and hope for the opportunity to work with you all again soon.

🍽️Marco & Co. Catering Servers: Leticia, Cassandra, & Britney
🥂Bartenders: Nathan & Ashley
🎷Saxophone Performer: Bobby Salazar
📷 Photographer: Brianna

Happy Holidays & Happy New Year!

The Private Wealth Group had a fantastic time at the Corpus Christi Crime Stoppers Murder Mystery event last evening! Fr...
09/26/2025

The Private Wealth Group had a fantastic time at the Corpus Christi Crime Stoppers Murder Mystery event last evening! From decoding riddles to analyzing clues, our team dove headfirst into the fun. Great conversations with the event hosts and a few unexpected twists made the evening unforgettable.

Thank you to the Corpus Christi Crime Stoppers for all that they do in our community. Additional thanks for putting together such a clever and entertaining experience — we’re already looking forward to the next one!

🔍

We’d like to extend our sincere thanks to the Coastal Bend Society for Human Resource Management for hosting the 2025 Pa...
09/24/2025

We’d like to extend our sincere thanks to the Coastal Bend Society for Human Resource Management for hosting the 2025 Pathways to Progress conference. It was an honor for our very own Jack Adams, Financial Professional with the Private Wealth Group, to participate as a breakout session speaker and contribute to this impactful professional development event.

Thank you to all who attended and engaged in the conversation on financial strategies to incentivize and retain top talent—a critical topic in today’s competitive workforce landscape.

We’re proud to support HR professionals in building financially resilient teams by driving meaningful employee engagement.

Aldo Ochoa, founding partner of the Private Wealth Group, was talking to Equitable Advisors' financial professionals on ...
08/06/2025

Aldo Ochoa, founding partner of the Private Wealth Group, was talking to Equitable Advisors' financial professionals on ways to better serve our clients and stakeholders.

07/24/2025

Keeping You Informed - Update from our Investment Committee

Address

1102 Santa Fe
Corpus Christi, TX
78404

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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