Houston Office

4101 Greenbriar Dr.

Suite 236
Houston, TX 77098

Helping busy people gain clarity on what they value most.

Annual Financial Planning Charges

Individual wealth building

Individual wealth building

We create strategies that are tailored to your needs and goals.

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Building a nest egg as a team

Building a nest egg as a team

Years of experience have prepared us to guide you through your life transitions.

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Protecting what is to come

Protecting what is to come

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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What's included?

Financial planning includes investment management charges ranging from .85% to 1.50% with assets up to $400k. 

Assets under management (AUM) over 400k will be assessed a fee range of .85% down to .50% based on assets and investment platform that is chosen. Insurance products and alternative investments have separate individual charges based on product chosen.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of my success.

P.S.: if you are a referral, inquire on special pricing for your engagement.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Download our WSF financial planning brochure today!