Affluent Wealth Strategies

Affluent Wealth StrategiesAffluent Wealth StrategiesAffluent Wealth Strategies

Affluent Wealth Strategies

Affluent Wealth StrategiesAffluent Wealth StrategiesAffluent Wealth Strategies
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Private Wealth Guidance. Personal Attention. A Limited-Client Experience

Private Wealth Guidance. Personal Attention. A Limited-Client ExperiencePrivate Wealth Guidance. Personal Attention. A Limited-Client ExperiencePrivate Wealth Guidance. Personal Attention. A Limited-Client Experience

 We deliver institutional-grade tax, investment, and retirement strategies to a select number of families 

Schedule a 15-Minute Intro Call

Private Wealth Guidance. Personal Attention. A Limited-Client Experience

Private Wealth Guidance. Personal Attention. A Limited-Client ExperiencePrivate Wealth Guidance. Personal Attention. A Limited-Client ExperiencePrivate Wealth Guidance. Personal Attention. A Limited-Client Experience

 We deliver institutional-grade tax, investment, and retirement strategies to a select number of families 

Schedule a 15-Minute Intro Call

Our Mission

 Our mission is to deliver an elite, private-wealth experience to a select number of families—providing white-glove service, personal attention, and institutional-grade financial strategies 

Meet the Affluent Wealth Strategies Team

Joshua Lerma

Joshua Lerma

Joshua Lerma

Owner and Financial Advisor 

Email

Jaden Reyes

Joshua Lerma

Joshua Lerma

Administrative Assistant 

Email

Our Philosophy

What Makes Us Different

 At Affluent Wealth Strategies, we combine the sophistication of private-wealth management with the personal attention of a boutique advisory firm. We intentionally serve a limited number of families so we can understand your goals deeply, respond quickly, and guide you with the same care and precision we would give our own families.  


Fewer clients. Deeper relationships. Better outcomes. 

Affluent Wealth Strategies

500 Navarro St, San Antonio, TX, USA

210-549-7179

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

By Appointment

Sun

By Appointment

Newsletter

A monthly private-wealth briefing featuring market insights, tax opportunities, planning strategies, and clear guidance for affluent families. Exclusive, concise, and designed for smarter financial decisions

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 8038373RG_Jun27

We are insurance and securities licensed in our resident state of Texas, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.  



Copyright © 2025 Affluent Wealth Strategies - All Rights Reserved.

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