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Brazos Wealth Advisors, L.L.C.
Brazos Wealth Advisors, L.L.C.: Orientación financiera clara y personalizada de fiduciarios de confianza.
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Business
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Brazos Wealth Advisors, L.L.C.: Orientación financiera clara y personalizada de fiduciarios de confianza.
Brazos Wealth Advisors, L.L.C. es un asesor financiero con sede en Fort Worth, Texas, ubicado en 2833 Crockett St Ste 102. Los clientes elogian una planificación clara y personalizada, con orientación sobre inversiones y seguros orientados a metas a largo plazo. Considerados fiduciarios de confianza, priorizan los mejores intereses de los clientes y brindan asesoramiento financiero accesible y confiable.
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Estrategias personalizadas para metas a largo plazo, que incluyen jubilación, educación y gestión de patrimonio.
Asesoramiento experto en la construcción de carteras, análisis de mercados y soluciones de inversión para hacer crecer sus activos.
Asesoramiento integral sobre seguros de vida, de salud y otros productos de seguros para proteger su futuro financiero.
Apoyo profesional a los dueños de negocios en decisiones financieras, planificación y estrategias de crecimiento.
Asesoramiento ético y centrado en el cliente para garantizar que sus mejores intereses sean prioritarios en todos los asuntos financieros.
Calificación general
Kevin Gaumitz
Highly humorous, professional, and incredibly easy to talk to. They make complex financial topics feel approachable and genuinely care about helping people make smart, confident decisions with their money. If you’re looking for trustworthy guidance and great people to work with, they’re a solid choice!
Ian Myers
I've had the pleasure of working with Wes Shannon since 2018. He and Derek are excellent for those looking for clear, personalized financial planning. Having a background in financial services Wes' knowledge of financial strategies (investments and insurance), markets, and solutions to help you reach your goals is clear. He has been an invaluable partner in reaching long-term objectives and offering counsel on professional and business decisions that complement our work together. Every referral I have sent them has had a great experience. If you are looking for someone you can trust and that will look out for your best interest, partner with Brazos. Happy to recommend them highly!
Marshall Watts
Wes and Derek are incredible. Extremely knowledgable at what they do, and truly have their client’s best interest in mind. They are true fiduciaries and give a far superior experience compared to the big financial planning firms.
Rob Fulkerson
I have met with Wes to plan a long-term investment strategy for myself and my family. He has taken the time to discuss our needs and goals and to truly understand how he can help us best. He has provided clear and concise explanation of an array of options, and offered solutions which we will use with confidence in working with him for the future.
Monika Worsley
Wes Shannon of Brazos Wealth Advisors is an incredibly knowledgeable and savvy financial advisor. He is great at explaining financial planning in a way that is accessible to all. I highly recommend him.
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