Our Story

A passion for excellence.

At Ingenuity Financial Services, we are committed to gaining a complete understanding of your financial blueprint . As your team of financial professionals, we are collectively driven by a fiduciary responsibility when managing assets to deliver successful financial outcomes, motivated by a passion to exceed your highest expectations.

We share ideas about how to help safeguard your wealth and manage it at the same time. We love this process. It is wonderful to see the light bulb turn on for clients as we review the strategies we can offer to help meet their goals.

Decades of life-changing guidance.

We have been helping people identify the important pieces of their financial lives for more than 30 years. We are skilled at finding the missing elements and connecting the diverse parts. We believe the work we do is life-changing — and we take that responsibility to heart.

Building on our strengths.

To continue delivering outstanding service, we recognized the need to strengthen our firm’s structure and presence in the community. Alan Chase offers his experience and knowledge, and Ian Chase brings innovative ideas to meet your financial needs. We also give clients the same valuable attributes reflected in our move to The Soto, Texas' first mass timber office building. We believe our financial strategies deliver a similar commitment to sustainable design and construction that has proved its strength for generations.

Come visit us in the new space:
711 Broadway Street, Suite 126, San Antonio

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Bring your goals to life.

At Ingenuity Financial Services, our passion and our promise is to bring you caring financial guidance for life. Contact us to learn how we can serve your needs.

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