Waddell & Reed

Pazera Capital Management, Inc. is an independent wealth management firm serving clients throughout the state of Texas. We are dedicated to identifying the financial objectives of our clients and providing an unprecedented level of personalized service and expertise to help our clients attain those objectives.

High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.

Located in the heart of Rockport, TX, Barbara Daniels specializes in expert tax return preparation services. With over 30 years of experience, we are committed to providing personalized and reliable tax solutions tailored to meet your unique needs. Our longstanding reputation for excellence and attention to detail ensures that you receive the maximum benefits every tax season. Trust Barbara Daniels for all your tax preparation needs and experience the peace of mind that comes with working with seasoned professionals.