Who We Serve
At Linscomb Wealth, we proudly serve a diverse group of clients, from high-earning professionals and business owners to retirees and multi-generational families. Our clients lead busy lives and trust us to protect, grow, and manage their wealth with the care and attention they deserve. Whether you're planning for retirement, navigating an inheritance, or looking to preserve your family's legacy, we provide the personalized guidance and expertise you need to achieve financial security and peace of mind.
Serving Clients at Every Stage of Life
Corporate Executives
With an integrated strategy tailored to help maximize your wealth and minimize risk, we enable you to focus on your career with confidence, knowing that your financial future is secure. We understand the unique financial complexities corporate executives face, from managing stock options to optimizing executive compensation packages. Our holistic approach provides personalized financial planning, tax strategies, investment management, and estate planning designed to address your specific needs.
Successful Professionals
For high-earning professionals, Linscomb Wealth offers solutions for managing wealth, income, and estate tax planning, aligning your financial plan with your professional success. Our goal is to help you manage your finances proactively, so you can focus on your career while knowing that your financial well-being is in expert hands.
Retirees and Pre-Retirees
We are dedicated to helping retirees and pre-retirees navigate the critical decisions that come with retirement planning. Whether it’s determining the right time to retire, maximizing Social Security, or creating a sustainable income strategy, our team provides comprehensive, customized financial solutions. From portfolio management to long-term care and estate planning, we help you transition into retirement with confidence, giving you the peace of mind to focus on living out your retirement dreams.
Multi-Generational Families
Managing wealth across generations requires a thoughtful, long-term strategy. Linscomb Wealth specializes in helping multi-generational families preserve and grow their wealth while planning for the future. From estate planning to legacy building, we work closely with the family on financial organization and education, philanthropy, stewardship, and family governance.
Entrepreneurs and Business Owners
We understand the unique challenges entrepreneurs and business owners face, such as managing concentrated wealth, liquidity needs, as well as succession and exit planning. We offer personalized financial planning, tax strategies, and investment management designed to help you protect and grow your wealth beyond your business. Our goal is to provide clarity and confidence as you navigate both your business and personal financial life, ensuring a secure future for you and your family.
Survivors and Heirs
Navigating the financial complexities that come with the loss of a loved one can be overwhelming. At Linscomb Wealth, we are committed to supporting survivors and heirs with compassionate, personalized guidance. Our team helps you manage inherited wealth, optimize tax strategies, and ensure a seamless transition of assets. Our mission is to provide clear, thoughtful planning to help secure your financial future while honoring your loved one’s legacy.
At Linscomb Wealth, our process focuses on tangible actions that help drive results.
Here’s how we empower your financial journey:
Fiduciary Commitment
As a fiduciary, your best interest is always our top priority. We provide transparent, fee-only advice that’s designed to help you succeed.
Investment Oversight
Our experienced Investment Committee, together with your dedicated wealth advisors, ensures that your portfolio is managed with both expertise and a personal touch, tailored to suit your unique financial needs.
Customized Financial Planning
We work with you to develop a personalized plan that aligns with your priorities, offering strategies that are tailored to your specific goals and circumstances.
Experienced & Analytical Approach
We use time-tested, evidence-based investment principles to preserve and grow your wealth thoughtfully, and to align your portfolio with your goals and objectives over time.
Proactive Engagement
Our team's goal is to help you avoid common financial mistakes while fostering productive conversations with your spouse, children, and heirs, providing a smoother financial journey for you and your family.
Ongoing Communication and Tools
With frequent communication and practical online tools, we keep you informed and in control of your financial progress at every step.
Take Control of Your Financial Future Today
Schedule a Consultation with an Experienced Advisor