Wealth Management Services

The best way an individual can plan for their future is to understand what services are available in the marketplace and how to leverage these resources. We offer insight to our clients that explain the importance of having an investments and savings strategy to work towards attaining long term financial security.

We will work to develop a comprehensive plan that is based on asset accumulation and preservation based on proven investment strategies. WFG Kingwood does this through the following process:

  • 1

     

    Identify & Prioritize Your Goals

    • Investments
    • Lifestyle
    • Education
    • Taxes
    • Health Care
    • Philanthropy
    • Retirement
    • Protection
    • Legacy
    • Business
    • Parent Care
    • Children Needs
  • 2

     

    Analyze & Evaluate Your Assets

    • Income
    • Investment Accounts
    • Tax Return
    • Real Estate
    • Retirement Accounts
    • Legal
    • Personal Property
    • Bank Accounts
    • Debt & Liabilities
    • Insurance Coverage
    • Risk Tolerance
    • Business
  • 3

     

    Strategize & Develop a Plan

    • Manage Your Investment Portfolios
    • Provide Retirement Solutions
    • Save for Education
    • Protect Your Assets
    • Estate Planning
    • Determine Fees & Costs
  • 4

     

    Activate & Implement Your Plan

    • Transition
    • Administer
    • Implement
    • Manage
    • Launch
  • 5

     

    Monitor & Adjust Your Success

    • See all your accounts in one place
    • Access at anytime, anywhere
    • Daily update
    • Safekeep your documents
    • Alerts and alarms
    • Remote collaboration
    • Privacy protected

Asset Management

Studies have found that overall performance of your diversified portfolio depends more on how your investments are allocated than the individual investments. It isn’t only the investments you choose, but how those investments are allocated with your portfolio, that may make the difference in working towards achieving your financial goals.

Estate and Financial Planning

WFG Kingwood offers a variety of services around estate and financial planning. The primary goal within our disciplined approach is to minimize estate tax and maximize the wealth passed to future generations. Whether your concern is individual estate planning or corporate business succession planning, our wealth transfer services help towards accomplishing your long-term goals.

Securities offered through Securities America, Inc., member FINRA/SIPC

Advisory services offered through Fulcrum Equity Management, LLC.

WFG Kingwood, Fulcrum Equity Management, LLC and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.

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