The Linscomb Difference: Our Process and Approach
At Linscomb Wealth, we believe that wealth management is more than just numbers—it’s about building trust, understanding your unique goals, and providing personalized strategies that empower you to achieve long-term success.
Client-Centered
Fiduciary Commitment
As a fiduciary, we prioritize your best interests, offering transparent, fee-only advice without hidden costs. You can count on us to provide clear, objective guidance designed to meet your financial needs.
Experienced, In-House
Professionals
Our team of multi-credentialed professionals brings decades of experience across diverse financial backgrounds. We make all key financial and investment decisions in-house, giving you direct access to those managing your wealth.
Comprehensive,
Customized Solutions
We do not believe in one-size-fits-all strategies. Instead, we work closely with you to develop a wealth management plan tailored to your personal circumstances, addressing every aspect of your financial life.
A Long-Term
Partnership
Our relationship does not end once your plan is in place. We work with you through every life stage and financial milestone, adjusting strategies as needed and ensuring that your financial plan evolves along with your goals.
Our Expierenced Process
At Linscomb Wealth, we follow a structured and personalized process to ensure each client receives the attention and tailored solutions they deserve. Our approach is built around you, ensuring that your unique financial goals and life circumstances are always at the center of everything we do.
Discovery
We begin by getting to know you. This means listening carefully to understand your financial situation, long-term goals, values, and what truly matters to you the most.
Planning
Next, we develop a customized, holistic financial plan designed to address your needs and help you achieve your objectives. This plan covers everything from investments to tax planning and wealth preservation.
Implementation
Once your plan is in place, our team works together to implement each aspect of it. We handle the details so you can focus on enjoying life, knowing that your financial future is in good hands.
Ongoing Management
As your life evolves, so do your financial needs. We continually review your plan, making adjustments as needed to ensure that your strategy aligns with your changing goals and circumstances.
“The discovery phase is where we truly connect with our clients. It's not just about gathering financial information—it’s about understanding their dreams, concerns, and what they value most in life. This deeper relationship allows us to create a financial plan that’s strategic and deeply personal.”
MaryJane LeCroy,
Senior Wealth Advisor
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