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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.
HEIDI DAVIS CPA/PFS, CFP®
MANAGING DIRECTOR
Senior Wealth Advisor, Linscomb Wealth

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.

Are We Right For You

Considering hiring a financial advisor for the first time?

Talk with our team today.

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ABOUT Linscomb Wealth

Linscomb Wealth ("LW"), previously operating as Linscomb & Williams, Inc., is a registered investment adviser with the Securities and Exchange Commission. We are a full-service, wealth management firm helping individuals and families build, preserve, and manage wealth based on their specific circumstances. Headquartered in Houston, Texas and serving investors nationwide, we have over 50 years of experience aimed at helping families identify their objectives and creating customized plans to work towards achieving their goals.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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*Data as of 3/31/24
The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Linscomb Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Services offered by Linscomb Wealth are not guaranteed or endorsed by Cadence Bank.
Not FDIC-Insured | No Bank Guarantee | May Lose Value
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