EXPERTISE AIMED TO OBTAIN YOUR GOALS
Not every advisory firm is well-suited to handle the challenges you face.
At Linscomb Wealth, our team is experienced in helping solve complex financial issues and challenges. Our firm has been advising clients for over 50 years on investing, retirement planning, college planning, elder care planning, insurance and asset protection planning, and other wealth management-related topics.
Generally, our advisors, hold industry credentials and have advanced education or experience in accounting, law or taxation.
The majority of our advisors carry designations which are highly respected in the financial services industry. Most of these credentials require continuing education, which keeps our team’s knowledge current and relevant.
Your Outside Professionals
While we can take care of many of your needs, you will usually have your own outside professionals as well. In that case, we are happy to work together with them on your behalf. Because we have knowledge of your personal finances, we usually serve as the ‘quarterback’ for our clients, to coordinate all efforts. That’s all part of our basic fee and what we do for you.
