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Who We Serve

Helping you protect and grow what you’ve built

We specialize in helping individuals and families over long periods of time.  Our multi-generational approach helps ensure that the wealth you leave behind is well tended.

Our large professional staff with deep experience in financial planning and other specialties makes us able to help you as your life changes.  Whether you’re needing advice about selling your business or creating a socially-responsible legacy, we have the professional assistance you need.

We serve clients nationwide.

Our Clients

Our clients are primarily business owners, executives, professionals and other successful individuals and families who lead busy lives.  They understand that protecting and growing wealth is in itself a very complex and  time-consuming endeavor, so they partner with Linscomb Wealth to make sure it is done right.  They rely on our experience and knowledge to help them protect what they’ve built and reach their goals.

Retired

Retired

Linscomb Wealth specializes in helping clients who are approaching retirement or already retired. Common challenges: You’re unsure when you can retire. You’d like to know your best strategy for social security. You wonder what will...

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Energy Executives

Energy Executives

Linscomb Wealth specializes in helping executives and professionals in the energy industry.  We help people like you make the most of your company benefits and manage the challenges so common in your industry. Common challenges:...

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Divorce/Loss of Spouse

Divorce/Loss of Spouse

Linscomb Wealth specializes in helping clients going through transitions such as divorce or loss of a spouse.  We know either of these can be difficult times.  We can provide the objective help and experience you...

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Business Owners

Business Owners

Linscomb Wealth specializes in helping entrepreneurs and business owners.  We understand your unique challenges and can help you secure your own financial future, apart from your business. Common challenges: Your wealth, is likely to be...

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Trade Professionals

Trade Professionals

Linscomb Wealth specializes in helping trade professionals by providing the personalized financial planning and investment management you need to secure your future. Common challenges: You’re too busy focusing on your profession to find the time...

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Young Professionals

Young Professionals

Linscomb Wealth specializes in helping young professionals by providing the financial planning and investment management you need to get on track and stay on track. Common challenges: You’re busy with little time, so your finances...

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Who are we

Disclosures

What we do

Who we work for

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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