We use our experience to pursue your vision and make your money work for you.

We keep the risks low…

Wealthview strives to minimize risk at every turn and we do this in two ways. First in planning: Investors often take more risk than is necessary to achieve their goals. Our objective planning process creates a pathway for our clients to achieve their goals with a reasonable probability of success yet without the addition of unnecessary risk. This is unique in our industry and is a concept foreign to many investors and financial advisors. Second in portfolio management: We structure our portfolios to reduce risk. We do this through broad diversification and periodic re-balancing. This reduces excess volatility and lowers the risk of permanent capital loss associated with concentrated positions. 

… and the costs lower.

The financial services industry is divided into what we like to call "buyers" and "sellers", with many advisors looking to sell you various products to earn commissions or fees. We believe that to work in your best interest there can be no conflicts of interest and no ulterior motives, which is why we charge a flat annual fee, billed quarterly, for our work. We strive to keep costs as low as possible so your money remains your money.

We believe wealth is just a means to an end.

We work closely with our clients to identify what that “end” is for them—from funding college for their kids to retiring in that dream home on the coast– and keep them involved every step of the way. Helping you achieve your dreams is our focus. With over 30 years’ experience, we take pride in our role as advisors and stewards, seeing it as more than a job—it’s a calling. Life can throw curveballs, but we’re here to help you stay on track, so you can focus on what truly matters: living the life you’ve envisioned.

Our clients are…

With offices located in Jackson, Mississippi and New Orleans, Louisiana, we serve clients who are located throughout the continental U.S. and are in all stages of life.

  • We work with those who value a true partner dedicated to their success, who will provide unwavering support and expertise every step of the way.

  • Our clients seek honest, professional advice that aligns with their expectations and helps turn financial goals into actionable achievements.

  • They understand the importance of financial planning and embrace a collaborative approach that emphasizes mutual accountability.

  • They appreciate a fully transparent relationship with a firm equipped to manage their wealth holistically and responsibly. They are “all-in.”

  • Our clients share our commitment to stewardship, valuing an advisor who always advocates for their best interests and long-term legacy, and, in turn, advocates for us, referring friends and family.

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