Wealth Strategy Advisors

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Wealth Strategy Advisors We are trusted financial practitioners working with entrepreneurs, professionals and retirees. Rebecca D.

Turner, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Strategy Advisors are not affiliated.

Medicare Open Enrollment starts this week, which means the phone calls and text messages are picking up, too. 📞Unfortuna...
10/13/2026

Medicare Open Enrollment starts this week, which means the phone calls and text messages are picking up, too. 📞

Unfortunately, not every call is one you can trust.

Be cautious of unexpected callers asking for your Medicare number, Social Security number, banking information, or other personal details. When in doubt, hang up and contact Medicare or your trusted professional directly.

A little caution can go a long way toward protecting your information.

Could there be money out there with your name on it?It is possible.Old refunds, uncashed checks, forgotten accounts, or ...
10/07/2026

Could there be money out there with your name on it?

It is possible.

Old refunds, uncashed checks, forgotten accounts, or other unclaimed property may be waiting to be claimed. It only takes a few minutes to search through official state resources.

A good place to start is MissingMoney.com, which is a free national search site managed by the National Association of Unclaimed Property Administrators.

Just remember to use trusted, official sources and be cautious of anyone asking you to pay a fee to search or claim your money.

The countdown to our Annual Shred Party is on!We are about three weeks away, and that means it is time for the first tea...
10/01/2026

The countdown to our Annual Shred Party is on!
We are about three weeks away, and that means it is time for the first team costume hint.

Hint #1: This year’s team costume is inspired by a very well-known family.

Any guesses?

09/28/2026

Ever notice how the stock market can be hitting new highs while the news says the economy is slowing?

It can feel backwards.

In this video, Forrest breaks down why the stock market and the economy are connected, but they are not always saying the exact same thing at the exact same time.

Headlines can create confusion, but understanding the difference can help bring a little more perspective.

Give it a watch, and let us know: have you ever wondered why the market and the economy do not always seem to match?

Disclaimer:
This content is being provided for informational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, memberFINRA/SIPCto residents of CA, CO, FL, KS, KY, MN, MS, NC, TX, VA, and WA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Wealth Strategy Advisors and Cambridge are not affiliated.

09/25/2026

Rebecca found herself in Florida getting a little closer to alligators than most of us would prefer.

Which got us thinking…
What’s scarier?
A. Being this close to alligators
B. Opening your retirement statement during a rough market week
C. Realizing you still haven’t updated your beneficiaries
D. All of the above

09/22/2026

We asked the WSA team a simple question:
How many years have you been with us?

Their answers took a fun little turn.

Watch until the end, then tell us, how many years have you been with WSA?

Congratulations to Rebecca Turner!While attending the Cambridge conference in Florida this week, Rebecca was once again ...
09/18/2026

Congratulations to Rebecca Turner!

While attending the Cambridge conference in Florida this week, Rebecca was once again named to the Leaders Club.

This recognition is especially meaningful because Rebecca has been named to the Leaders Club every year since 2014.

We are grateful for her leadership, dedication, and the care she continues to bring to the clients and families we serve through Wealth Strategy Advisors.

Please join us in congratulating Rebecca!

The college conversation looks different than it used to.For many families, the question is not simply, “Where do you wa...
09/17/2026

The college conversation looks different than it used to.

For many families, the question is not simply, “Where do you want to go to college?”

It may also include:
- What path makes the most sense?
- What will it cost?
- How much debt is reasonable?
- Could a trade school, certification program, apprenticeship, or short-term training program be a better fit?

As college costs continue to rise and education options expand, families have more to consider before making big decisions about savings, borrowing, and planning for the future.

The good news is that “college planning” does not have to mean one single path.
A thoughtful plan can help families look at the options, understand the costs, and make decisions that better fit the student, the family, and the long-term goal.

Read more in our latest newsletter:
https://www.wealthstrategyadvisors.net/The-College-Landscape-in-2026.c10561.htm

We’re looking back on a record-setting evening at Joe T.’s earlier this month, and we’re so grateful to everyone who joi...
09/15/2026

We’re looking back on a record-setting evening at Joe T.’s earlier this month, and we’re so grateful to everyone who joined us!

Want to see more photos from the night or other events?
Visit our website https://www.wealthstrategyadvisors.net/Event-Photos.12.htm

Next up on the WSA calendar: our Annual Shred Party is a little over a month away. Stay tuned for hints about our team costume!

Address

3265 Lackland Road
Fort Worth, TX
76116

Opening Hours

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

Telephone

+18177321004

Website

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