Tailored Financial Planning and Wealth Management
At Linscomb Wealth, we offer a comprehensive suite of wealth management services designed to meet the unique needs of each client. Whether you're looking to grow your wealth, plan for retirement, or preserve your legacy for future generations, our team is here to provide personalized guidance every step of the way. As a fiduciary, fee-only firm, we are committed to putting your best interests first, ensuring that every financial decision is tailored to your goals and circumstances.
Personalized Financial Planning
Our personalized financial planning services are designed to give you a clear path toward your long-term goals. We work closely with you to create a strategy that aligns with your unique needs and priorities.
- Comprehensive retirement planning
- Tax optimization strategies
- Estate planning and wealth transfer
- Risk management and insurance review
- Cash flow and debt management
- Charitable giving and philanthropic planning
Investment Management
Our disciplined investment management approach is rooted in time-tested principles, aimed at helping you grow and preserve your wealth. We provide customized solutions to meet your financial objectives while managing risk.
- In-house Investment Committee oversight
- Portfolio design and management
- Asset allocation and diversification strategies
- Risk tolerance analysis and alignment
- Regular portfolio monitoring and adjustments
- Concentrated stock position management
Family Office Services
For families with complex financial needs, our family office services provide comprehensive support to manage, protect, and grow wealth across generations. We serve as your trusted partner in overseeing the details so you can focus on what matters most.
- Multi-generational wealth planning
- Legacy and estate management
- Coordination with legal, tax, and insurance professionals
- Business succession planning
- Personal financial administration
- Consolidated reporting and expense management
“Our goal is to help clients not only build and manage their wealth, but to create a lasting legacy. We take pride in offering personalized service that’s rooted in a deep understanding of each client’s unique goals. By focusing on long-term planning and family-centered strategies, we serve as a committed partner with an objective to achieve financial success for you that can span generations."
Lauren Rich,
Senior Wealth Advisor
Our Transparent Fee Structure
With Linscomb Wealth, you'll experience one simple, transparent fee that covers our comprehensive services, allowing you to reach out to us whenever you need assistance without hesitation. Our fees are billed quarterly, in arrears, based on the following fee schedule:
| Assets Managed by Linscomb Wealth | Annual % Fee |
|---|---|
| First $2 million | 1.00% |
| Next $3 million | 0.8% |
| Next $5 million | 0.6% |
| Over $10 million | 0.4% |
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