Wealth Management Since 1971

Turning the page to a new chapter in our storied history.

Put experience
on your side

For over 50 years, Linscomb Wealth has aimed to help people like you mitigate financial risks and grow your wealth, so that you can live life on your terms and define your own unique future.

As a fiduciary, our aim is to deliver the best advice to you so you can achieve your financial goal, for one single fee.

  • OVER 50 YEARS EXPERIENCE

  • SERVING NEARLY 1,800 FAMILIES*

  • MANAGING OVER $4.4 BILLION IN ASSETS UNDER MANAGEMENT*

  • There’s nothing more precious than your future

The Linscomb Wealth Difference

A CUSTOMIZED Solution
Most advisory firms only provide financial planning and investment advice, but smart income tax and estate strategies can help you build wealth faster. With Linscomb Wealth, your team includes professionals with tax and accounting backgrounds, so you can capitalize on this expertise.
PREMIER SERVICE
You need experienced professionals on your team to maximize your chance of success. Our senior advisors have on average 22 years of experience and have earned advanced certifications and credentials in accounting, tax, law, and investment management.
Cost-Effective
Fees matter, so we provide you with full-service help and unlimited support for one transparent, simple fee. Additionally, our scale as an investment manager can help us to lower your investment expenses, improving your results with no additional risk.
On Your Side
Wall Street is notorious for recommending investments to clients while investing their own personal money elsewhere. Our investment management is done in-house by a multi-disciplined investment committee. Then, we require our voting committee members to invest their own personal investments funds the same way….alongside our clients.
Trusted Advisors
As a fee-only, fiduciary advisor, we uphold the highest ethical standard in the industry. We don’t sell any products. Free of the conflicts of interest so common on Wall Street, we simply provide you with unbiased, objective advice.
Time-Tested
It’s easy for advisors to look good when the market keeps going up. What matters is consistency during uncertain times and unusual markets. Linscomb Wealth has been preserving family wealth for nearly half a century. We stay current with innovations, but we diligently adhere to what works in the long term.

Company Insights

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Are we the right fit?

If you’re looking to partner with a wealth management team, we offer a no-obligation consultation so you can decide if we’re the right fit.
Schedule a Conversation

THIRD-PARTY RANKINGS

The Financial Advisor (FA) ranking was awarded on July 14, 2023, and covers the annual period ending December 31, 2022. LW paid no fee to FA for the rating. Licensing fees paid post award for use of FA rankings logo in our marketing materials. See Important Disclosures for additional information regarding rankings/ratings.