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Brazos Wealth Advisors, L.L.C.
Brazos Wealth Advisors, L.L.C. : Des conseils financiers clairs et personnalisés fournis par des fiduciaires de confiance.
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Brazos Wealth Advisors, L.L.C. : Des conseils financiers clairs et personnalisés fournis par des fiduciaires de confiance.
Brazos Wealth Advisors, L.L.C. est un consultant financier basé à Fort Worth, Texas, au 2833 Crockett St Ste 102. Les clients louent une planification claire et personnalisée, avec des conseils sur les investissements et les assurances visant des objectifs à long terme. Considérés comme de véritables fiduciaires, ils privilégient les intérêts des clients et offrent des conseils financiers accessibles et fiables.
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Stratégies personnalisées pour des objectifs à long terme, y compris la retraite, l'éducation et la gestion de patrimoine.
Conseils d'experts sur la construction de portefeuilles, l'analyse des marchés et les solutions d'investissement pour faire fructifier vos actifs.
Conseils complets sur l'assurance vie, l'assurance maladie et d'autres produits d'assurance pour protéger votre avenir financier.
Soutien professionnel pour les propriétaires d'entreprise sur les décisions financières, la planification et les stratégies de croissance.
Conseils éthiques, axés sur le client, garantissant que vos intérêts sont prioritaires dans toutes les questions financières.
Note globale
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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