Our Firm
Wealth and Wisdom Financial is an investment management firm located near the Houston Galleria. We utilize LPL Financial custodian, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian. As reported in Financial Planning magazine June 1996-2020, LPL Financial has ranked No. 1, based on revenues, in Financial Planning's annual IBD Elite Survey, marking the 25th consecutive year the firm has lead the competition. We provide our clients with investment advice and access to products from many of the nation's leading investment companies. We work hands-on with clients to help individual and business investors pursue their financial goals. Before we make the investment recommendations, we first need to fully understand your needs and goals. Together we make and plan for long term wealth. We would enjoy the opportunity to discuss with you how to help you pursue making your financial dreams a reality.
Our Company
Wealth and Wisdom Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and confidence to provide financial independence.
Our Commitment
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.