Financial Planning & Wealth Management

Our mission is to help clients make better financial choices. To accomplish that goal, our internal team of tax experts work alongside the vetted wealth management professionals at WealthSource Partners to help ensure that our clients get holistic, comprehensive answers to all of their money questions.

Advice That Goes Beyond the Tax Code

We believe that our clients deserve access to the best advice. Sometimes, that means reaching outside of our firm to connect them with other professionals that we trust. Together, we can guide clients to a place of clarity and confidence.

Complex planning needs call for expert advice

Although our clients come from all walks of life, they all share a drive to do what’s right — for their families, for their employees, and for their careers. Whether you are planning for your second home, your first grandchild, or your next adventure, the advisors at WealthSource are here to help.

Millionaire Next Door

Planning to make our money last

Active Business Owner

Planning to grow my empire

Executive

Creating and executing my financial game plan

Financial Planning and Wealth Management Services

A comprehensive wealth planning process can help you achieve financial clarity. WealthSource offers investment management services along with financial and retirement planning services, including help with your estate planning needs.

Working with your WealthSource Advisor, we can help you clarify your goals, overcome your challenges, and plan for a life well lived. All financial planning and wealth management services are provided through WealthSource Partners. Through the combination of our efforts, you’ll receive a level of service that we believe is second to none.

CONTACT US

If you'd like more information or would to like to set up an appointment, please give us a call or visit the contact form.

Contact us

Investment advisory services offered through WealthSource Partners, LLC (“WealthSource” or “WealthSource Partners”, CRD #282202), a registered investment adviser. David French is an Investment Adviser Representative (CRD #7264336) of WealthSource. Registration as an investment adviser does not imply any certain level of skill or training. All investment strategies have the potential for profit or loss and nothing herein should be construed as a guarantee of any outcome or profit. Tax advisory, bookkeeping, tax return preparation and filing services offered through David French & Associates, PLLC. WealthSource is not an accounting firm. Insurance products offered through David French, a licensed Insurance Agent (Texas Insurance License #2529439). WealthSource is not an insurance company or agency. WealthSource and David French & Associates, PLLC are independent and unaffiliated entities.