Since 2007, families in Kerrville and beyond have partnered with us through some of life’s most important financial decisions.
Before we were CTK Wealth, we were Talarico and Associates. For the first 19 years of our history, we built a financial services practice around one simple belief: every person who comes through our doors or picks up the phone deserves to be treated with honesty, dignity, patience, and respect.
That philosophy was the foundation of Talarico and Associates, and it remains the firm foundation of CTK Wealth. Here, meetings aren’t transactions. Recommendations aren’t pressure tactics. Successes aren’t measured solely by portfolio performance. The real value at CTK Wealth comes from you, our client, and the privilege we have to know you and support you.
Reach out to us to have a conversation about your financial future today and discover how CTK Wealth can help you steward your wealth with wisdom and discernment.
Founder
In financial services in Kerrville since 2007. A Certified Kingdom Advisor® and Chartered Retirement Planning Counselor℠ who spent time as a pastor before this, and has never entirely stopped.
Customer Relations Manager
Rebekah is looking forward to finding ways to make every interaction with CTK Wealth feel personal and welcoming.
Administrative Associate
With Talarico and Associates since 2019. A warm, welcoming presence who keeps the office running smoothly and makes sure every client feels cared for from the moment they arrive.
Address
2210 Bandera Hwy, Ste H
Kerrville, TX 78028
Phone
830.315.6533
Monday & Friday by Appointment
Tuesday-Thursday:
8:30 a.m.—4:00 p.m.
Directions
You’ll find our office just south of downtown Kerrville off Bandera Highway. We are also available to meet with clients in Texas and around the country virtually or over the phone.
We begin with five conversations designed to listen first, understand what matters, and determine the right path forward. The first costs nothing and comes with no obligation.
At CTK Wealth, we believe financial planning is about stewarding every aspect of your financial life with wisdom, purpose, and confidence. We begin with relationships, not products, taking time to understand your goals, values, and the legacy you hope to leave. Our role is to educate first, guide thoughtfully, and help you make informed decisions that serve your family for years to come.
To build a firm that outlasts any one person. A practice named after its founder can only last as long as he does, and we want clients to have the same confidence twenty years from now that they have today. The people, the office and the phone number have not changed.
We work with individuals, families, business owners, and retirees who value long-term relationships and thoughtful financial guidance. Whether you’re building wealth, preparing for retirement, growing a business, or planning the legacy you want to leave, we provide personalized strategies designed for your unique season of life.
No. Investment management is just one part of a comprehensive financial plan. We help coordinate retirement planning, tax strategies, estate and legacy planning, risk management, charitable giving, business owner planning, and more. Our goal is to bring every part of your financial life together into one coordinated strategy.
Our first meeting is simply a conversation. We’ll take time to learn about your goals, your questions, and what matters most to you. You’ll never experience high-pressure sales tactics or feel rushed into making a decision. Instead, you’ll receive thoughtful guidance, honest answers, and a clearer understanding of your financial picture so you can decide your next steps with confidence.
and Chartered Retirement Planning Counselor℠, I bring both experience and professional training to the financial planning process. But credentials alone don’t define how I serve people. I believe financial advice should begin with listening. Before we talk about portfolios or strategies, I want to understand your story, your goals, the people you care about, and what you ultimately want your resources to accomplish.
