Wes Young & Associates

Wes Young & Associates Wes Young & Associates is a financial company working with business owners, executives & families. WES YOUNG is not licensed in all jurisdictions.

At Wes Young & Associates, we work with business owners, executives and families, utilizing a comprehensive financial planning process designed to coordinate and orchestrate all aspects of each client’s life into a cohesive whole. Our holistic planning approach begins with us spending time with you, asking questions about where you are financially and things that are important to you. Once we have

this clarity, we are able to identify and discuss the areas of planning that may be most valuable to what you are trying to accomplish. We then provide you the context you need to choose the best path in each of those areas, and coordinate the ex*****on and ongoing management of the agreed upon direction. CORE SERVICES
- Wealth management
- Retirement planning
- Family protection
- Estate and legacy planning
- Business succession and exit planning
- Executive benefits
- Philanthropic planning

WES YOUNG is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. WES YOUNG is a Registered Representative of securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. WES YOUNG is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither WES YOUNG AND ASSOCIATES nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. WES YOUNG AND ASSOCIATES is not owned or operated by New York Life Insurance Company or its affiliates. CA ins lic .

6200 Bridge Point Pkwy. Building IV, Suite 300
Austin, TX 78730
(512)329-4286

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered branch address:
3300 Scenic Valley Drive
Leander, TX 78641

08/31/2026

: "The best revenge is massive success." Frank Sinatra

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08/24/2026

: "Take up one idea. Make that one idea your life--think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success." Swami Vivekananda

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Strong leadership continuity is vital for nonprofit success, and succession planning ensures your mission lives on. Read the article to learn key strategies for managing leadership transitions and strengthening your organization.

Nonprofits that are serious about their own sustainability will also be serious about planning for smooth and thoughtful transitions of leadership - as well as making sure their nonprofit is prepared for unexpected departures.

08/17/2026

: "There are two types of people who will tell you that you cannot make a difference in this world: those who are afraid to try and those who are afraid you will succeed." Ray Goforth

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08/14/2026

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Wishing a very Happy Birthday to our incredible team member, Seth! Your hard work and commitment are truly appreciated. ...
08/12/2026

Wishing a very Happy Birthday to our incredible team member, Seth! Your hard work and commitment are truly appreciated. Have a fantastic day!

08/10/2026

: "If you set your goals ridiculously high and it's a failure, you will fail above everyone else's success." James Cameron

Gen Z is leading the charge on work-life balance—prioritizing flexibility, purpose, and wellbeing in the workplace. Disc...
08/07/2026

Gen Z is leading the charge on work-life balance—prioritizing flexibility, purpose, and wellbeing in the workplace. Discover how their mindset is shaping the future of work.

Despite the layoffs and the disruption to the job market, Gen Z appears committed to prioritizing their work-life balance.

08/03/2026

: "Intelligence is the ability to adapt to change." ~ Stephen Hawking

Address

6200 Bridge Point Pkwy, Bldg V, Ste 300
Austin, TX
78730

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15123294286

Website

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