FOR OVER 50 YEARS, WE’VE HELPED OUR CLIENTS NAVIGATE ALL KINDS OF CHALLENGES.
Preserving and Growing Your Wealth
Through any type of market, we’re here to help you with the goal to help you grow your wealth intelligently.
We do that by providing you with full-service financial advice:
- Comprehensive Financial Planning
- Investment Management
- General Financial Consulting
| DO expect: | Don’t expect: |
| Whole Life Planning | Attention on Investments Only |
| Your goal is to create the life you really want, not to just achieve a certain number. To get there, we’ll have some honest conversations about where you want to go and how you can get there. Then we’ll create a realistic plan and help you stick with it. | Investments are an important part of your plan and strategy, but there’s much more to it. Our full- service wealth management services look at all parts of your financial life, not just one. |
| Time-Tested Processes for Building Wealth | The Next Investment Fad |
| We don’t experiment with your future. Instead, Linscomb Wealth uses only customized strategies to help you systematically build wealth and work toward your goals. | While we do stay up with the latest innovations trends, we’re not here to promote the latest fad. Instead, we focus on wealth building strategies that we believe have worked for decades. |
| The Expertise You Need | Product Sales |
| The Linscomb Wealth team includes experienced professionals in the fields of financial planning, investing, tax and estate planning. You can count on answers from our team of experienced CERTIFIED FINANCIAL PLANNER PRACTICTIONERS™, CPAs, and lawyers. | As fee-only fiduciaries, we don’t sell any commissioned-based products.. We provide advice developed in your best interest. If you need a certain product, then we’ll help you find the optimum product solution which meets your needs. |
| A Committee’s Oversight | One Advisor’s Opinion |
| We don’t leave investment decisions to one person’s judgment. Instead, our committee of professionals with varying backgrounds debate each recommendation, so you get the best advice possible. | It’s too risky to rely on one person’s opinion, since all of us are subject to stress, bad days or unconscious biases. Instead, all investment decisions are vetted by our committee so you benefit from the thoughtful consideration you have a right to receive. |
| Collaboration | Jargon and Technical Reports |
| To help you achieve your life goals, we work as a team with you. We’re here to collaborate, not to simply give out advice or put reports in front of you. We’ll act more as your coach, providing guidance aimed for you to achieve each goal. You’ll hear from us often, and we’ll collaborate with your other professionals, as needed. | You’re busy, so it’s our responsibility to communicate everything you need to know in simple, clear language -- not jargon. We believe our reports are easy to read and understand. We also provide educational opportunities so you and your family members can deepen your knowledge, if you desire. |
| One Simple Fee | No Hidden Fees |
| Imagine this kind of full-service help for one simple, transparent fee. This way you need not hesitate to email or call us. | Fees matter. One simple fee designed to help make your money work toward your goals. |
PLANNING FOR YOUR FUTURE
In order to achieve your goals, you must first define what success means to you.
Once you have a vision of what you’d like your life to look like, our comprehensive financial planning can help bring that vision to life.
Not just for one generation. We help you plan for your own best life, then create a legacy for future generations.
The kind of financial planning we’re describing is very long-term in nature. It spans generations, so your wealth becomes a vehicle for your family and your heirs. And your family is coached so your wealth is retained and continues to grow.
Few offer this level of service.
