Wealth Management Since 1971

Are We Right For You

Are We Right For You

Life has its ups and downs.  But when it comes to financial difficulties, many are preventable.  Through smart planning and disciplined action, Linscomb Wealth strives to manage all aspects of your financial life better.

Is Linscomb Wealth right for you?

I want an experienced team watching my money.
We understand that many people don't believe their financial advisors are managing risk as closely as they like. At Linscomb Wealth, we’ve been doing this more than 50 years. We have managed risk through a variety of markets and economic climates.
I want a trusted advisor, not a commissioned salesperson.
We only provide investment advice, acting as your fiduciary. We provide you with advice and services developed with your best interest in mind, for one simple fee.
I want all my financial experts in one place.
Most firms help you with financial planning and investments, but lack tax, estate planning and other specialized expertise. At Linscomb Wealth, our team of professionals can help you get everything you need in one place. We can be a single source of financial advice for a variety of life events, simplifying your life and maximizing coordinated outcomes.
I want transparent, cost-effective fees, with no surprise bills.
Fees always matter to your bottom line. At Linscomb Wealth, we believe in full transparency. This extends to our fees, where we bill you one simple fee for investment advice. You simply get the help you need, when you need it.
I want to take advantage of tax smart strategies.
At Linscomb Wealth, we have many experienced investment professionals on our team. We are always on the lookout for smart strategies that have the potential for you to get more return without extra risk.
I want the checks and balances that experience brings.
You’ve worked hard to build what you have, so we believe risk management is imperative. We don’t believe it’s prudent to put all your investment decisions in the hands of a single person. Instead, we use a committee of experienced specialists, with systems that enforce checks and balances, so there’s always more than one set of eyes watching your money.

Considering hiring a financial advisor for the first time?

Talk with our team today.